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

Eric Wulff

Jack R.

Kevin Pietrzyk

Cj Schur

Alynne D. Zielinski

Jack Rohde

Steven Brett

Pete Hoffmann

Perry D. Reghetti

Matthew J. Reghetti

Jim Butler

Email Bob

Christopher D. Bart

Charlie Hoffmann

Charles D. Moore

Bob Coode

Todd Healy

Leeann L. Schultz

The Client Services Team at Marcum Wealth is dedicated to providing exceptional support and service to our valued clients. This team manages client inquiries, facilitates account maintenance, and ensures seamless communication between clients and our advisory team. They play a crucial role in enhancing client satisfaction and maintaining the smooth operation of client-related processes.

Client Services Team

Leadership Team

Financial Services Team

Client Services Team

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Team members

Other teams at Marcum Wealth

Leadership Team

Financial Services Team