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Reach your financial goals with confidence

What are you doing today to prepare for your goals tomorrow?

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

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Honored to receive recognition

Congratulations, Jennifer Marcontell, for being inducted into Barron’s Hall of Fame in 2025, an honor that recognizes her placement on Barron’s Top 100 Financial Advisor lists for 10 years. All of us at Marcontell Wealth Management are proud of this tremendous recognition, as it reflects our shared commitment to helping our clients feel more confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust, and to Barron’s for the recognition.