Personalized Investment Solutions

“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in the corrections themselves.” - Peter Lynch, legendary investor and author.

At Marcotte Wealth Management, we believe in a well-diversified portfolio designed to mirror your risk tolerance.  So, rather than timing the market, as Peter Lynch so aptly encourages us to avoid, your investment portfolio will be tailored to meet your lifelong investment needs. We offer a wide array of investment choices, including:

• Mutual Funds
• Managed Accounts
• Fixed, Indexed and Variable Annuities
• Individual Securities

Click here to request an appointment with our Wealth Management team to learn more.