We believe that by maintaining the type of practice we would choose for our own financial guidance, we can help our clients build a better financial future. That means committing ourselves to understanding our clients and their goals first and foremost, and then collaborating with them to create customized financial strategies aligned to their own unique needs. At MACRO Consulting Group, we aim to develop long-term, rewarding relationships with all of our clients.
Founded in 1992 by Mark Cortazzo, CFP®, CIMA®, MACRO Consulting Group is an independent wealth management firm specializing in financial planning, investment management, and estate planning. Our team’s extensive knowledge and track record for success are why our clients put their trust in us. Our in-house client teams are comprised of qualified professionals, each of whom has a specific financial expertise and is committed to accessibility and timeliness.
Our team has extensive investment experience, and the industry has certainly taken notice. We’ve been featured in hundreds of articles, and our firm and advisors have been recognized nationally and locally by many prestigious publications including Barron’s, Forbes and Kiplinger’s. We recognize our leadership, and we take seriously the responsibility that comes along with it.
As fiduciaries, we advise our clients based on what is best for them – not what is best for our bottom line. Our independence allows our extraordinary, nationally recognized team the flexibility to utilize a variety of investment products and programs that are in our clients’ best interest. Because no financial journey is the same, we provide a custom experience for every client and consider their goals, financial situations, and anticipated life changes to best plan for their futures.
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