Markiz Wealth Management

Markiz Wealth Management serves individuals, families, high‑net‑worth clients, and trusts, offering two principal programs: Wealth Management Services and Financial Planning Services. The firm provides discretionary portfolio management together with broader wealth‑management support such as retirement and estate planning, education planning, and tax planning and tax return preparation through an affiliated accounting firm.

The firm’s investment approach centers on long‑term strategic asset allocation and diversification across equities and fixed income, typically implemented with diversified mutual funds and ETFs and managed with attention to tax efficiency; client portfolios are reviewed at least quarterly and taxable accounts receive an annual realized gains/loss report. Fee arrangements may be structured as a percentage of assets, a fixed advisory fee, or hourly financial planning fees, and the firm generally requires a minimum account size while retaining discretion to accept clients.

Noteworthy aspects include the firm’s formal affiliation with an accounting practice that provides tax preparation and planning to select clients (a relationship the brochure discloses and for which conflicts are mitigated by disclosure and client choice). The firm also operates with a very small advisory team and a relatively concentrated client base, avoids trade aggregation to permit individualized, tax‑sensitive trading, does not participate in wrap programs, and reports that it does not receive soft‑dollar benefits.