Maris Wealth Management LLC

Maris Wealth Management provides portfolio management services based on individual client goals, tax preparation, accounting, and business management consulting to small businesses. Maris Wealth Management creates an Investment Policy Statement for each client, which outlines the client’s current situation and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. MWML requires discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction.