We understand those who seek a better way to do things.

One size fits all or custom-tailored suit?

Going with the flow or creating your own waves?

Doing things the way they’ve always been done, or marching to your own drum?

Innovation comes from filling an unmet need. We created and evolved March because we saw a need in the wealth services industry for real relationships and sophisticated guidance for clients who are willing to commit to it.

We disrupted our industry — and we are advocates for others who are disrupting theirs. We partner with clients who innovate, who seek to build a legacy, and who
will work with us to achieve the right results.

For innovators seeking a unique approach to wealth management and who’ve
always known there’s a way to do it better, we’ll become an integral part of your team.

The text book definition of entrepreneur is someone who starts a business, but you’re anything but text book. We work with entrepreneurs who are surprising everyone but themselves with their skyrocketing success.
Rather than fit into professional practice constraints, you break the mold to take on bigger challenges and responsibilities that pay off in ways most people can only dream about.
Status quo? Thank you, no. You look at the world and see opportunities to improve, to invent better ways to do things both in your business and in your daily life. Innovators inspire us to keep innovating.
There are those who knock on the door of opportunity. Then there are those who find other ways to get through that door and all the doors after that, leaving a trail of change behind them.

GOALS-BASED FINANCIAL PLANNING

Great athletes can clearly visualize the win before the game begins. The team at March starts with a goal, an eye on a finish line that can move and change along the way. Using our wealth of experience and unique relationship-based approach, we’ll help you establish what you’re looking to accomplish, arrange and manage your portfolio, and plan for your family’s future for generations to come. That’s how we change the game.

We help you determine your financial goals and assist in forming strategies to achieve these goals so you can live the life you want

We can develop immediate and long-term solutions for your business including succession planning, investment strategies, and key benefit plans for your executives.

One of the most important aspects of a financial program is protecting what matters to you. We strive to establish protection for unexpected events and evolving needs through every stage of life.
We help you assess all parts of your estate plan – life insurance, investments, real estate, and all other critical assets that belong to you and your family – with the goal to create a tax-advantaged strategy.
With higher business earnings and greater wealth come increased tax responsibilities. We understand tax law and our goal is to assist you in minimizing your taxes to the fullest extent.
Together we can establish a creative plan for maximizing your wealth while building and preserving a wealth legacy for your family.
If support for non-profit organizations is part of your current or long-term goals, we will assist in arrangements that can make a profound difference in the lives of others.

WEALTH PROTECTION | LEGACY CREATION | FINANCIAL MANAGEMENT

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. neither the named representative nor the named Broker Dealer or Investment Advisor offers tax or legal advice.

Securities and Investment Advisory Services offered through DFPG Investments, LLC, an SEC registered investment advisor. Member FINRA/SIPC. March and DFPG Investments, LLC are unaffiliated entities.