The Marrocco Henriquez Group
Welcome
We consider ourselves to be trusted partners in your financial journey, and offer guided direction that fosters informed decision making during both good and difficult times.
Our focus is to help clients navigate the sophisticated opportunities of sudden liquidity and major life events—inheritance, executive compensation, civil settlements, one-time contracts, retirement, loss of a loved one, divorce. We consider ourselves to be trusted partners in your financial journey, and offer guided direction that fosters informed decision making during both good and difficult times.
We bring a powerful blend of capabilities to serve these intricate scenarios: over 55 years of combined wealth advisory experience coupled with our deep understanding of the complexities and challenges facing ultra-high-net-worth investors.
By taking a macro view of your wealth management scenario, we offer a big-picture approach that considers trust and estate impacts and adds long-term value across the entirety of your balance sheet. Our integrated team structure ensures we are equally adept at drilling down to coordinate the investment details that comprise your financial life.
Our team comprehends the enormity of our responsibility, and we work diligently to establish a relationship that extends far beyond wealth planning and investment decision making. We pride ourselves on our responsiveness, and offer direct accessibility to every member of our team.
Investment Approach
Our discovery process enables us to take a full financial snapshot and create an exhaustive profile of your individualized needs, goals and wealth management picture. We use these inputs to build customized plans that put your assets to work. Through high-quality implementation, we monitor portfolios closely and remain in continual contact. When the situation calls for it, we are poised to take decisive action.
Investment approach
We leverage the firm's resources and access to institutional money managers to carefully construct tailored portfolios that are predominantly composed of traditional assets. Our strategic and tactical decisions reflect your personalized financial objectives. We place emphasis on using individual-issue, high-quality bonds that are selected for and specific to each individual in concert with broad-based and diversified equity portfolios. Typically, we avoid engineered products and packaged investments.
Distinguished customer service
Experience matters to clients who seek support for the diversification of large positions. The depth of our knowledge regarding liquidity transactions is distinctive among Financial Advisors. We draw on our insights to provide guidance and direction to help you manage these complex scenarios.
By working with a limited number of individuals, we offer the highest level of personal attention and responsiveness. Caring for your best interests is at the forefront of all that we do. As a team that has worked cohesively together for many years, we take this mandate seriously. When you reach out to us with your questions and concerns, we make ourselves directly accessible to answer that call.
Meet Our Team
Insights

Insight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now