Joe Marchese

I've had the privilege of advising individuals and families on their investments for almost thirty years. One of the most important lessons I've learned from the families I've worked with is that there's a whole lot more about each individual and their life than just money. My job is to be a good steward of your investments so you can spend more time doing the things you love. I focus on advising busy professionals on how to make work optional and retire on their own terms. I have the privilege of working with these individuals and their families leading up to, and after, they become financially independent from their career. At some point most people realize that life is about much more than just money and want the financial freedom to craft their retirement however they choose.