"Comprehensive strategies for your financial future." 

CONNECT

Address:

2625 Neudorf Road, Suite 400
Clemmons, NC 27012

Phone:

(336) 766-0464

Fax/Other:

(336) 766-0756

What We Do

At Marzano Capital Group, we counsel our clients in all areas of financial services. We provide wealth management strategies that are tailored to individual needs to assist clients through all phases of their lives. Our services include:

  • Wealth management – Marzano Capital Group works to ensure the long term growth of our clients’ assets. Our Financial Advisors work with you individually to determine asset allocation needs, understand your risk tolerance, and develop straightforward investment strategies designed to help meet and exceed your financial goals.
  • Retirement Planning – We assist clients in making the most of their employer-sponsored retirement plans and Individual Retirement Accounts (IRAs). We help clients determine how much they will need to retire confidently, and assist in managing assets before and during retirement.
  • Tax management – Marzano Capital Group can help ensure that your portfolio is tax-efficient by working with you to develop tax-efficient investment strategies and referring you to qualified tax specialists.
  • Estate Investment Planning - We work with your Estate Planning Attorney or Advisor to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
  • Education Funding – Providing for their children’s educations is important to our clients. We help to develop investment and accumulation strategies to help you pay for your children's educations.
  • Risk management** - Marzano Capital Group will review your existing insurance policies and help identify any gaps in coverage. Our network of insurance professionals can assist you with a variety of life, health and supplementary insurance needs.
  • Employee and executive benefits – We can help your business attract and retain qualified employees by designing competitive benefit packages tailored to your company’s specific needs.

 

*Marzano Capital Group and LPL Financial and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.