Marsico Wealth Management LLC

Marsico Wealth Management LLC At Marsico Wealth Management, we believe our clients deserve honest, professional advice. Will you be next? You are not just a number, or an account.

For years, we have developed long-term relationships with our clients, delivering investment guidance designed to achieve their specific goals. Registered Representative, Securities offered through Cambridge Investment Research, Inc, a broker/dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors Inc, a Registered Investment Advisor. Cambridge and Marsi

co Wealth Management are not affiliated. The world of finance can be unknown territory for many investors, and we will only make recommendations that relate to your current financial situation. We truly get to know our clients and discover the important elements in their lives. We spend time talking with you to learn who you are as a person, for only then do we feel comfortable suggesting how you should invest your income. You are a friend. We utilize our core values of honesty, professionalism, and efficiency to help our clients preserve their income and maximize their assets. Our team uses a fully computerized system to ensure your transactions are completed quickly and accurately. When you choose Marsico Wealth Management, you choose a company with a rich history, superior customer service, and people who care.

While mortgage rates remain elevated, buyers have a wide array of homes to choose from. Inventory is up 1.5 percent year...
07/16/2026

While mortgage rates remain elevated, buyers have a wide array of homes to choose from. Inventory is up 1.5 percent year-over-year, homes stay on the market longer (66 days), and `17.2 percent of listings have price drops.

Source: Redfin.com, March 9, 2026

Can you put a dollar figure on being healthy?One study that compared active and inactive adults found that healthcare co...
07/14/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

07/10/2026

🥾If you're spending time outdoors, discovering new places, or simply stepping away from the everyday routine, making time for activities is an awesome way to get energized.

✌️Here's to a season of balance, adventure, and well-deserved moments of joy.

📸 What are your favorite summer activities? ✈️ Comment below!

07/09/2026

Financial planning isn't a one-time event—it's an ongoing partnership.

At Marsico Wealth Management, we believe the real value of a financial plan comes from regularly reviewing it, adjusting it as life changes, and helping you make informed decisions along the way.

In the final part of our "Working with Marsico" series, we're sharing what ongoing service actually looks like after you become a client. From annual reviews and retirement planning to navigating major life events and identifying new opportunities, we're here to help keep your financial plan aligned with your goals.

Because financial confidence isn't built in a single meeting—it's built through a long-term relationship with a team that understands your goals and is committed to helping you work toward them.

Watch the video to learn more about what it's like to have a financial partner by your side through every stage of life.

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, ...
07/07/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

Isn't it amazing to call America our home? God bless the USA! Independence isn't merely a day on the calendar; it's part...
07/04/2026

Isn't it amazing to call America our home? God bless the USA!

Independence isn't merely a day on the calendar; it's part of daily life in the United States.

How are you spending this Fourth of July? Joining in the celebrations with loved ones? Relaxing under the sun and grilling? Share your plans below!

From my family to yours, wishing you a wonderful Independence Day!

07/02/2026

Who's working behind the scenes to support your financial journey?

When you become a client at Marsico Wealth Management, you're gaining more than a financial advisor — you're gaining a dedicated team committed to making your experience as smooth and seamless as possible.

In Part 3 of our "Working with Marsico" series, we're taking you behind the scenes to show how our advisors and operations team work together to keep your financial plan moving forward. From developing personalized strategies to handling account transfers, paperwork, and ongoing service, every team member plays an important role in supporting your goals.

Watch the video to learn more about the people behind your client experience and how we work together to help you feel informed, supported, and confident every step of the way.

There's a moment many people experience at some point in their lives.You're booking a flight. You scroll past the standa...
07/01/2026

There's a moment many people experience at some point in their lives.

You're booking a flight. You scroll past the standard seat… and pause at first class.

Not because you have to upgrade.
Not because you're trying to impress anyone.
But because you've worked hard, and you're wondering when you're allowed to start enjoying the perks.

Milestones can shift the way we think about money.
A career high. An empty nest. A major life win. Retirement on the horizon.

Financial discipline matters. So does lifestyle.

The goal isn't reckless spending—and it isn't endless accumulation, either. It's aligning your resources with the life you actually want to live.

Sometimes that means staying in your seat.
Sometimes it means stretching out a little.

If you're navigating what "enjoying the journey" looks like in your own life, we'd be happy to talk it through with you. ✈️

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA ...
06/30/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

Markets don't take vacations. But your strategy is built for the bumps.
06/25/2026

Markets don't take vacations. But your strategy is built for the bumps.

Address

1018 Pittsburgh Road
Valencia, PA
16059

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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