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WELCOME TO
MARKEY WEALTH MANAGEMENT

MARKEY WEALTH MANAGEMENT was founded in 2009 with a mission to Build, Manage, and Preserve your assets. With a personal, long term focus we seek to serve as an alternative to the monolithic “big business” Wall Street firms that are so transaction oriented. We view our clients as individuals, not commodities, with an overwhelming need for an independent, professional, and fiduciary approach to wealth management.

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"A goal without a plan is just a wish"


- Antoine de Saint-Exupery

Helpful Content

Curated articles, videos, and more for a financially savvier you.

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Retirement

Retirement

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.
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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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