Wealth Management Financial Advisors

Financial Solutions for Your Success

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.

HELP FOR HOMEOWNERS

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.

Services Exceeding Your Expectations

California is expected to receive $1.055 billion through the American Rescue Plan Act's Homeowner Assistance Fund. The United States Treasury through The California Housing Finance Agency (CalHFA) will administer these funds as mortgage relief on behalf of the State of California.

California Mortgage Relief

The loan programs to help small businesses impacted by COVID-19: Economic Injury Disaster Loans (EIDL). If your business is eligible, you can get this loan and use the funds at the same time. Get back on the wagon today with Wealth Management Financial Advisors  Assistance.

EIDL

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.

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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. 

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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.

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Business Services

Simply, credit restoration, also referred to as credit repair, is the process of disputing the accuracy or verifiability of account information in your credit reports. Wealth Management Credit service takes problematic credit reports seriously. We understand the applicable consumer protection laws, and we help our clients to leverage those legal rights so that their credit reports remain fair, accurate, and substantiated.

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Credit Restoration

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

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Trusted by Companies, Entrepreneurs and Individuals
Throughout the Country

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Let's Take Your Business to the Next Level

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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

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Creative & Resourceful

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

Cornelius Williams

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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, Stanford graduate and over 10 years of experience in the financial service industry, Marie has a track record for saving thousands of homes from foreclosure which makes her an invaluable resource for anyone who wants to raise their financial status.