Marc Alan Wealth Management LLC

Marc Alan Wealth Management is a registered investment advisor located in Rockaway, New Jersey, founded in 2021 and owned by Marc A. Lescarret. The firm provides customized wealth management services, combining discretionary investment management and personalized financial planning. Marc Alan Wealth Management works closely with individuals, high-net-worth individuals, trusts, estates, and small businesses to build investment portfolios tailored to their goals, risk tolerance, and time horizon. Portfolios typically consist of exchange-traded funds, mutual funds, individual stocks, and individual bonds, with a long-term investment focus. In addition to investment management, Marc Alan Wealth Management offers financial planning and consulting covering retirement, education savings, insurance needs, and personal savings, as well as private placement services for accredited investors. The firm operates as a wrap fee program, bundling normal securities transaction fees into its overall investment advisory fee. Marc Alan Wealth Management acts in a fiduciary capacity, putting clients' interests first.