What we think.
Don’t feel your age? You’re not alone. Older adults routinely report feeling 10 to 20 years younger than they actually are. Healthier lifestyles and advances in medicine are letting people over 50 be more active than ever. Here’s why we’re tapping into that energy to boost our business.
A rebrand retrospective
It’s been just under a year since our brand refresh went live – introducing a new logo and look that better reflects our approach and conveys our values. A recent survey of employees and business partners has confirmed: a brand strategy is an effective way to enhance your company’s image and engage your people.
We’ve assembled a team of over 60 wealth and financial management specialists across four locations to combine personalized service with specialized market expertise.
From the very beginning, we have been guided by a set of core principles that still shape our company today.
What we value and how we serve our clients is what makes us stand out, but we’re certainly proud when our approach is recognized by others.
At Marcuard Heritage, we are not only committed to our clients, we are also dedicated to our communities. That’s why we, both as a company and as individuals, support non-profit organizations dedicated to local social.