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.
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.
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.
Whether you wish to delegate your investment decisions or play a more active role, we offer a best-in-class investment strategy and bespoke advisory services to meet your individual needs. And of course, we can assist you with private office services upon request and based on your individual needs.
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