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The Blueprint to a Confident Retirement.
Our Registered Investment Advisory firm was created with the desire of helping others, namely client families. But after many years of experience and relationships, we identified the growing need for support and inspiration amongst our industry colleagues. We empower investment professionals with the tools and support they need to establish and run a successful independent practice. Through strategic alliances and partnerships, we provide a comprehensive and unique service platform to assist in key aspects of your business. Come experience the difference that MariPau Wealth Management provides!
A Name That Represents What We Stand For
What's in a name?
MariPau Wealth Management is a family owned and operated SEC registered firm that exists only because of the support and successes of its client relationships. Founded by Ben Collier, Jonah Collier & Caleb Collier, it is a true-to-the-core family organization that aims to help those needing investment advice and direction on building a confident retirement. The name MariPau was personally recommended by the founder’s father, Jeffrey Collier. Jeff will always be remembered as a pioneer of many things in the financial industry, but what stood out the most was his big heart when it came to helping others. MariPau Wealth Management is an outward representation of just that. The hybrid name consists of Marion Koenig and Pauline Collier, two matriarchs in the family that always stood for strong family values, hard work and the golden rule. So, no matter what the relationship is, colleague or client, MariPau Wealth Management serves to support those who want to better themselves – because it is not just about the math and money of what we do, it is about life and what we can possibly do to help you enjoy it more. This is possible through an extensive national network of trusted financial institutions, money managers, law firms, tax specialists and independent investment advisors. MariPau Wealth Management does not partner with broker-dealers and is not connected to any sort of conflicting corporate oversight.
"People don't care how much you know until they know how much you care".
- Theodore Roosevelt
MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. The firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Accordingly, this website is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. You are encouraged to review a copy of our Form ADV Part 2 & 2A Brochures along with our Form ADV Part 3 Client Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link (https://adviserinfo.sec.gov/firm/summary/311934). We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Firm Brochure, Client Relationship Summary, and privacy policy. MariPau Wealth Management and Collier Financial are affiliated by common ownership. MariPau Wealth Management does not provide insurance products or services.
This website is for informational purposes only. All information, statements, and opinions contained on this website regarding the securities markets or other financial matters is obtained from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any information presented herein. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. The information on this website is not intended as personalized investment, tax, or legal advice and we do not provide any tax or legal advice to clients. You should consult with your independent investment, legal and/or tax professionals with respect to your individual financial situation and investment needs before considering any investment or course of investments. Copyright © 2023 MariPau.com - All Rights Reserved.