Dorel Marchis
Private Wealth Advisor at Livewell Capital - Northwestern Mutual
Based in Wheaton, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Wheaton
Industry
Investment Management
Company size
105
Contact information
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d•••••••@livewellcapital.com
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Background
About Dorel Marchis
With over two decades of experience in wealth management, my focus is on helping families, executives, physicians, and business owners achieve financial security through comprehensive and personalized financial plans. My team specializes in protecting critical assets while implementing tax-efficient strategies to optimize long-term wealth. At our firm, we combine lifelong learning with a client-first approach to deliver tailored solutions. By staying ahead in planning knowledge and strategies, we equip clients with confidence in their financial future and empower them to create a lasting legacy.
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