Wealth Management Services

There are many important financial decisions that must be made throughout someone’s life, so we have collaborated with Rich Marotzke to help members with all of their investment needs. Financial advisors at United Financial Wealth Management Services can help you organize, understand, control and accumulate your wealth.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax Management
  • Fee Based Investment Management
  • Retirement Strategies
  • Estate and Financial Planning
  • Insurance and Annuity Products

For more information or to set up a free consultation please fill out the form below or contact us 989.777.3620

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All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
Information on this website is directed toward U.S. residents only. RichMark Private Wealth Management  is registered as an investment adviser with State of Michigan, as well as with other state jurisdictions where required.  RichMark Private Wealth Management only transacts business in states where it is properly registered, notice filed, or is excluded or exempted from registration requirements.