Transitus Wealth Partners
 
 

Transitus Wealth Partners™

Financial Guidance Through Life's Transitions

Our Approach

Informed:  We take time to understand you, where you're at in life, and what you hope to accomplish in the future.

Insightful:  We'll explain how others in a similar transition have reacted, and those decisions may have affected their financial future.

Individualized:  We'll guide you through the decision-making process and create an individualized financial plan for you.


Our Process

Every life transition requires financial decisions to be made. The results of these decisions, because they are made during transitions, are magnified. Good decisions can change the direction of your life for the better, but - poor decisions might be catastrophic. Learn how we can help enhance traditional personalized financial planning using The Transitus Process™


In the news ...
Ross Marino was featured in the cover story of ON WALL STREET MAGAZINE, entitled "Pride of the Profession." The article profiled seven financial planners and financial advisors from across the country who made an impact in their community.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

Financial Advisor Image
Ross Marino, CFP®, ChFC, CPFA CERTIFIED FINANCIAL PLANNER™ Branch Manager
210-4 Avondale Ave
WilmingtonNC 28403
Phone: 910-395-1991
Fax: 866-713-0689
Toll-Free: 888-277-3878
Toll-Free: 888-277-3878
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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