top of page

Wealth Management Financial Advisors

Financial Solutions for Your Success

Marie Deary financial advisor at Wealth Management

Invest In Your Number One Asset, You!

Marie Deary common-sense advice offers people control over their lives and their futures by showing them how to get control of their finances.

She believes knowing how to manage our money is one of the most important life skills for people at any age and has made it her mission to help simplify money matters while increasing financial literacy both now and for the future.

Services Exceeding Your Expectations

We offer a wide range of consulting services to serve a variety of businesses and clients. Whether you’re a local small business or a multinational corporation, we can help you reach new levels of success. Get in touch with us today to learn more about our services and what our team can do for you.

Forget creepy crawlies, a different kind of scare lurks for homeowners:
Zombie Mortgages! ‍These aren't forgotten debts, but mortgages that can come back to haunt you years later, according to a recent investigation by The New York Times.
They can show up as:

  • Unexpected debt collector calls

  • Threats of foreclosure

Don't panic! We can help you understand your rights and fight back.

Call 562-427-8877

‍♀️    Zombie Mortgages! ‍

Financial planning is the process which provides you a framework for achieving your life goals in a systematic and planned way. This service is a complete overview of your personal finances. It begins with an examination of your personal and financial goals and objectives.

Financial Planning

Our mission is to deliver Financial and Legal advice and provide all sorts of tax and tax law related solutions and assistances to each of our corporate and non-corporate clients at Reasonable Price. For this purpose, we have a dedicated team , who take care of the assignments with utmost responsibility, expertise and integrity. 

Tax Solutions

Business services can be defined as various tasks and activities that help maintain a business. This service is for the self-employed individual who owns a majority (or equal) position in a company. It also includes all elements of the financial fitness with an emphasis on how the business structure impacts your personal financial planning.

Business Services

As a business term, real estate also refers to producing, buying, and selling property. It affects the U.S. economy because it's a critical driver of economic growth. This service is designed to assist in the development and implementation of an estate plan complicated through estate tax planning, blended family issues, business continuity or other concerns.

Real Estate Services

Learn How to Create a Healthy and Sustainable Relationship with Money

Money coaching is a customized blend of financial planning and financial therapy.

 

We help professionals, families, and small business owners take control of their money and find lasting emotional and financial security.

 

 

 

Trusted by Companies, Entrepreneurs and Individuals
Throughout the Country

Let's Take Your Business to the Next Level

Organized and Efficient

"Marie and her team are one a kind! They provide professional, prompt and knowledgable help to those that need it the most."

Crystle Lindsey

Creative & Resourceful

"Marie is absolutely amazing, you can trust her 100%"

Cornelius Williams

Flexible and Committed

"I've working with Marie and have referred family and friends. Everyone, I've referred have been satisfied with her work, and walked away still in their homes, not owing IRS or with a much improved credit score." 

Brenda Ashby

Meet Marie

Marie Deary is a common-sense advisor that offers people control over their lives and their futures by showing them how to get control of their finances. She believes knowing how to manage our money is one of the most important life skills for people at every age and has made it her mission to help simplify money matters, increasing financial literacy both now and for the future.

An expert on everything from personal finances, debt elimination/management, retirement planning and mortgage options, Marie Deary takes the complicated world of personal finance and makes it accessible to all. In doing so, she details a variety of wise and inspiring money management and investment strategies, giving you options no matter how much money you have.

Deary, the senior financial advisor for Wealth Management Financial Advisors, a frequent KJLH Radio contributor and author, is one of the most recognized and liked money experts in the black and brown working minority communities. She offers financial advice that can be absorbed and used to change lives.

A UCLA MBA graduate, Stanford EE graduate, Certifications in; CDFA, Personal Financial Advisor, Business Financial Advisor, IRS Enrolled Agent, Certified Tax Preparer, Loss Mitigation Counseling Specialist and Author, Smart Money Rules published, Smart Money Rules Budgeting and Financial Wellness e-books, with over 15+ years of experience in the financial service industry. Marie has a track record for saving thousands of homes from foreclosure during the financial crisis of 2008 which makes her an invaluable resource for anyone who wants to raise their financial status. She is also a global avid philanthropist. 

meet marie
Welcome to Our Class Google Header (1).png

Meet Us On Social Media

  • YouTube
  • Instagram
  • Facebook

Or Call
(562) 427-8877

Choosing Wealth Management for your business or individual financial needs is an important decision. You need a firm with a knowledgeable staff, wide-ranging experience, a commitment to integrity, and a full complement of services.

FREE CONSULTATION

Request a free consultation through our website. Just fill out our form with your information and we'll contact you with ways to help secure your finances, save money on taxes, help with your business and more.

This website is owned by a private company that offers business advice, information, and other services related to the formation, financing, operation, and management of businesses. All users should perform their own due diligence and research. This website is not a lender and does not broker loans, make loans, or make any credit decisions. We have no affiliation with any government agency. Nothing on this website is an offer or a solicitation for a loan. This website is not an agent, representative, or broker of any lender and does not endorse or charge you for any service or product. None of the information on this site constitutes legal advice.

You also understand that we are not affiliated with the Small Business Administration (SBA). If you need to visit the SBA directly please click here: sba.gov

© 2024 Wealth Management Financial Advisors and Wealth Management Realty.

3701 Long Beach Blvd #100, Long Beach, CA 90807
All rights reserved. DRE License #01947554, DRE License #01916123

Tel: (877) 828-8877

bottom of page