Marc Alan Wealth Management

Protect Your Wealth From

-Taxes, Fees & Oversights-

People ask me why I am so enthusiastic all the time.

My answer, I am teaching virtually every prospect I encounter concepts they never knew existed. Without our conversation, they would have sabotaged their wealth for generations."

Marc Lescarret, MSPFP, MPAS®, CFP®, AWMA®

Click On One Of Our Services Below

What Kind Of Help Are You Looking For?

Ongoing Investment Help & Support

Let us clean up your portfolio for you to stop or reduce new taxes from happening.
We believe most advisor firms want to trade 1,000s of their clients at the same time to your detriment or they have a hidden commission agenda.

Find out how we are different!

Learn more
Ongoing Investment Help & Support

Your planning and retirement needs are essential. Let's figure this out together.

Schedule a meeting

One Time Tax Shelters*

Defer, Mitigate, or Even Eliminate Capital Gains.

Tax Shelters R Us (TM)
Too many advisors and CPAs say you are stuck; deal with the taxes.
It is time to tell them that they might be wrong.
*Only for accredited investors.

Learn more (Landlord shelters)
One Time Tax Shelters

Let us show you some choices you never knew you had.
Many strategies require timely execution.
Schedule a meeting now to ensure you do not miss out.

Learn more (Capital gain shelters)

One Time Find & Fix Your Financial Problem

Get your finances reviewed to identify the leading problem you never even knew you had.

Together, we set up a game plan to fix your problem or at least steer you into a better future.

Learn more
One Time Find & Fix Your Financial Problem

From kids in their 20s to grandfathers in their 80s, generational wealth is destroyed by their lack of knowledge of all their choices.

Marc Alan Wealth Management was created to put a stop to this.

Now is your chance to get ahead of your problems before they find you.

Schedule a meeting