Marco Wealth Strategies Group

William (Bill) Marco

William (Bill) Marco
Founder, Marco Wealth Strategies Group, Inc.

Bill Marco is the founder of Marco Wealth Strategies Group, Inc. He works
predominately with business owners and individuals on their unique financial planning needs and has been dedicated to financial services for over 20 years. His focus is on assisting clients in creating, preserving and transferring assets while minimizing taxes, and implementing strategies to mitigate risk.

Marco Wealth Strategies group utilizes a disciplined approach which concentrates on the 13 wealth management issues that are critical for clients to address. They provide a very high level of service to clients due to the vast resources available through their broker dealer, First Allied Securities, Inc.

Their approach to retirement planning uses an Income for Life Strategy to help clients not outlive income in their retirement years. They also analyze Social Security options and implements customized Claiming Strategies designed to maximize Social Security income received over a client’s lifetime. They also assist clients with wealth transfer reregistration of assets to meet Irrevocable and Revocable Trust requirements.

The firm works closely with members of organizations such as National Grid TWU local 101, and has been appointed the official Wealth Advisor by NYC Department of Sanitation Retirees Association. Bill is a regular presenter of financial topics: Social Security, Women and Investing, Estate planning preparation at local YMCA’s and Jewish Community Centers (JCC).

Bill Marco holds a Certified Wealth Strategist (CWS) designation from Cannon Financial Institute, an Accredited Asset Management Specialist (AAMS) designation from College of Financial Planning and is currently working towards a designation as a Certified Retirement Counselor (CRC) from The International Foundation for Retirement Education®.

He has been a frequent guest on financial radio shows: 970AM The Answer, and WCTC 1450, as well as panel guest on local cable SICTV show.

The firm is a supporter of local groups and charities, giving back to the community through such programs as the American Cancer Team Determination, The Stephen Siller Tunnel to Towers Foundation, Wounded Warriors Project, and SI Project Home Front. Bill is board member of the Pleasant Plains, Richmond Valley, Princes Bay Civic Association.


Bill lives in South East Annadale, Staten Island, with his wife, Donna, and their three children (Alyssa, Billy, and Gabrielle). In his free time Bill enjoys making wine, exercising, and is an avid reader.

With offices in Staten Island and Garden City, N.Y, and an affiliated office in Brooklyn NY, Marco Wealth Strategies is dedicated to each client’s financial success. For more information, contact their office at 718-967-3106 or visit www.marcowsg.com.

Marco Wealth Strategies Group, Inc. is an independent wealth management firm providing investment strategies to clients in NY, NJ, FL, and MD.
Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory
Services, Inc., a Registered Investment Adviser