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As December gets underway, you might be feeling both joyful and generous. Charitable organizations know this, and ramp up their solicitations at this time of year. Giving to charity can feel good and make a difference in the world, but it can also make a difference toward your tax liability…
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Investment Advisory Services offered through MariPau Wealth Management, LLC. 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 2A Firm Brochure and 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). Our Client Relationship Summary is also available here [https://static.fmgsuite.com/media/documents/103cbcb0-71dd-496e-ac8a-26481c28aa5f.pdf]. 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. Steinhandler Wealth Advisors and MariPau Wealth Management are not Affiliated entities.
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