Schedule a Free Discovery Call

If you want to:

  • Turn your numbers into knowledge.
  • Get a road map for handling the unexpected.
  • Have a customized step-by-step plan that's easy to implement.
  • Relax, knowing that Mariaca Wealth Management is helping you manage your plan’s performance

Our 3-step planning process creates peace-of-mind for:

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Pre-retirees

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Recently retired

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Retired for a while

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Spouses seeking education

*We do our best work with diligent savers who've accumulated a retirement nest egg of $1,000,000+.

Knowledge is power.

Evaluate our firm and make a confident, informed decision about working together.

Step 1 ⸺ Book Your Free Discovery Call

A no-pressure 20-minute call that gives
you straight-forward answers to your initial
financial questions.
Let's see if we're a good fit!

Schedule Your Call

Step 2 ⸺ Meet the Team

To turn your numbers into knowledge, we need to
clearly understand your situation.
The next step is a 1-hour prep meeting (in-person
or virtual) that gives us the information we need
to develop your customized plan.

Step 3 ⸺ Review Your Plan

Before you even make the decision to hire us, we'll
detail exactly what we think you should do and why.

We invest in long-term relationships and want
you to feel completely comfortable working with us.

Schedule Your Call

Any last questions? Find your answers here.

How does Mariaca Wealth get paid?

As a fee-only fiduciary, our fees are paid directly by our clients. We don’t receive third party kickbacks or commissions that could present hidden conflicts of interest. As a result, we do what’s best for you 100% of the time.

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