Services

Markey Wealth Management, an independent investment management practice, was established in 2009 to serve clients in our community with a personal touch. We offer professional services and guidance, developing long-term relationships with our clients. Our mission to build, manage and preserve your assets — whether you are saving for college, building a career or planning for retirement — is focused on your goals.

We take a holistic approach to:

• Offer a broad range of financial planning knowledge to fit your lifestyle no matter where you are in your life journey. Our team specializes in personalized investment strategies and exceptional service.
• Guide retirees and pre-retirees in their retirement planning so they can prepare and make the best decisions to pursue financial independence.
• Keep abreast of regulations and changes to help you navigate Medicare decisions for healthcare, hospitalization, drug benefits and other supplemental options. We also look at how insurance may factor into your portfolio and guide you in choosing the right coverage for your situation.
• Assist our clients with investment management for deferred retirement, estate planning, and tax planning.