Maris Wealth Management LLC

Maris Wealth Management LLC provides investment advisory services to individuals (including high‑net‑worth individuals), pension and profit‑sharing plans, and small businesses. Its service offerings include ongoing portfolio management, a HYSA Investment Management ETF‑based fixed income product for smaller accounts, a Premium Advisory program that deploys equity and options strategies, and ancillary services such as tax preparation, accounting support, and business management consulting.

The firm creates an individualized Investment Policy Statement for each client, documents risk tolerance and objectives, and generally manages accounts on a discretionary basis with regular monitoring and rebalancing. Its methods blend fundamental, quantitative, technical and modern‑portfolio theory analysis; HYSA accounts emphasize investment‑grade fixed‑income ETFs and duration management while Premium Advisory accounts may use covered calls, protective puts and multi‑leg options strategies where suitable.

Compared with many independent advisers, Maris offers bookkeeping and accounting services to small business clients (while noting it is not a CPA firm) and operates a low‑minimum, ETF‑based fixed income service aimed at delivering yields competitive with high‑yield savings accounts. The firm’s brochure discloses recent operational updates — including a specific increase in assets under management and the addition of new service lines — and it provides regular client reporting and written compliance materials such as a Code of Ethics.