At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™.

As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals. We collaborate with leaders in complementary disciplines across the Marcum affiliates to strategically support you in crossing your financial finish lines.

Investment Management

Marcum Wealth

Marcum Wealth's headquarters in Cleveland, United States

Charles D. Moore

Jack Rohde

Kevin Pietrzyk

Leeann L. Schultz

Alynne D. Zielinski

Bob Coode

Charlie Hoffmann

Christopher D. Bart

Email Bob

Matthew J. Reghetti

Perry D. Reghetti

Andrew Rogers

Marquis Lewis

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People (9)

Leeann L. Schultz

Alynne D. Zielinski

Constance Pyles

Dana Pierce

Nikea Stathopoulos

Kevin Pietrzyk

Bob Coode

Brandon Dunn

Charlie Hoffmann

Jobs