Skip to content
twitterfacebookenvelope
  • T: 980.376.4020
Feel free to reach out.
  • Your Team
    • Your Team
    • Gene Marx
    • Catherine Hunter
    • Taylor Racer
    • Client Bill of Rights
    • Giving Back
    • About Raymond James
  • You
    • You
    • Professionals
    • Women
    • Retirees
  • Your Experience
    • Your Experience
    • Investment Philosophy
    • Investment Strategy
    • What to Expect as a Client
  • Our Services
  • Knowledge Center
    • Knowledge Center
    • Worthwhile
  • Contact Us
    • Contact Us
    • Refer a Friend
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Location:
    2115 Rexford Rd Suite 430 Charlotte, NC 28211 T: 980.376.4020
    Map and Directions Map and Directions
Marx Wealth Management of Raymond JamesMarx Wealth Management of Raymond James

Want to help ensure your whole financial life is in sync?

Let us help you see the big picture. As a professional or corporate executive, you well know that planning is the key to running a successful company or practice. The same can be said for your financial future. However, between the demands of work and the complexities of your personal financial matters, planning for your own future can be challenging.

We serve executives and professionals who recognize the prudence in having a well-designed financial plan for addressing short-term needs for today, such as saving for their children’s college educations, and for tomorrow, such as retirement. Our team understands the many important financial matters professionals must address, including protecting assets from liability risk, tax planning, managing cash flow, managing education debt, valuating a firm or practice for purchase or sale and, ultimately, enjoying financial independence.

We also help corporate executives with many transactions, including stock option planning, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for concentrated equity positions. In addition, we can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms and retirement programs.

You can rely on us to provide quality expertise and guidance for your personal financial matters and the needs of your firm or practice. We can serve as your trusted partner to help manage your investments, and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.

Raymond James does not provide tax or accounting services.


Alone we can do so little; together we can do so much.
Helen Keller

related resources

Why 15 minutes of mentorship has game-changing potential

Why 15 minutes of mentorship has game-changing potential

75% of executives say mentoring has been critical to their career development.
Read

Business Ownership
How corporate executives are leveraging AI

How corporate executives are leveraging AI

From innovation and competitiveness to streamlining productivity.
Read

Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans

Is your business a solo show? Learn about owner-only 401(k) plans

How to determine if this retirement vehicle makes sense for you.
Read

Business Ownership
Enhance your corporate giving strategy with a donor advised fund

Enhance your corporate giving strategy with a donor advised fund

Consider the benefits of an uncomplicated, tax-savvy way to give back.
Read

Business Ownership
Managing cash, the essential fuel of your business

Managing cash, the essential fuel of your business

Learn more about how to strike the right balance with your business’s cash management.
Read

Business Ownership
Year-end tax tips for businesses

Year-end tax tips for businesses

Help improve your bottom line with these tax mitigation strategies.
Read

Business Ownership
Marx Wealth Management of Raymond JamesMarx Wealth Management of Raymond James
  • Location: 2115 Rexford Rd Suite 430 Charlotte, NC 28211
  • T 980.376.4020
  • Map & Directions
  • Map & Directions
twitterfacebookenvelope

 

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 our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Raymond James Legal Disclosures (Including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use