Client-focused wealth management and holistic financial planning for families and individual investors.
As an independent registered investment advisory firm, we do not serve third-party shareholders – our clients are our only priority.
With over 25 years in the financial industry, our mission is to educate as well as ensure that your wealth is preserved and grows according to your goals.
Ethics and integrity are paramount to our business. Markowski Investments true value is our partners and our personalized focus on holistic financial planning.
Our objective is to provide you with the best financial planning experience and a level of personal service that you won’t find with large Wall Street firms.
Our status as an independent investment advisor allows us to enlighten you without the need to sell products that are being pushed by another group within our company.
Markowski Investments Wealth Management Services
Serving Tampa, Sarasota and the West Coast of Florida.
As seasoned experts in personal and business finance, we have positioned our clients for success through some of history’s most turbulent markets.
We use a holistic approach to planning to help with all areas of our client’s financial lives, including investments, real estate, taxation and estate planning.
Our personalized approach to your unique financial goals allows us to design portfolios that generate consistent profits while minimizing your risk.
We help you define your personal wealth management goals in the context of the changing economic and political conditions.
At Markowski Investments, we have observed the financial industry for a long time and have learned that the only way to be successful in our industry is to serve our clients’ needs.
Schedule a complimentary financial consultation with Markowski Investments to discuss your individual financial needs.
Markowski Investments’ true value is our people and reputation. Let’s talk about how we can support your unique goals.
Blog & Commentary
Portfolio Management: Handling the Complexities of Investing
Portfolio management is the process of keeping track of a group of investments, called a “portfolio,” with the goal of making the most money while taking the least amount of risk. A portfolio may contain a wide variety of investments, such as stocks, bonds, mutual funds, real estate, and other types of investments. Portfolio management […]
Investing Made Simple: Which Strategies Will Work Best for You
Putting your money to work for you in the hopes of generating a return on your investment is what we mean when we talk about investing. A clear investment strategy is important if you want to make smart investment decisions, get the most out of your portfolio while minimizing risk, and do all of these […]
Retirees’ Retirement Savings Take a Hit: Examining the 23% 401(k) Loss in 2022
According to the Fidelity Investments report that was published on February 23, retirees saw an average decline of 23% in the value of their 401(k) savings in 2022. what can people who are already retired or who are getting close to retirement do to lessen the effect that market downturns have on their retirement accounts?
