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

You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now