Advisor photo for Daniel J Marean

Daniel J Marean

MBA, CFA®

Private Wealth Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our Personalized Approach to Financial Planning

At Skyeburst Wealth Management, we work with individuals and families to help them overcome the complexities of managing their financial lives, retire comfortably, and leave a meaningful legacy through a comprehensive planning approach.

  • We develop strategies that address your goals and challenges at any stage of life, meeting you where you are and listening to what you need.
  • Our diverse team is well suited to build relationships with multiple generations of your family—from first-time investors to stewards of family wealth.
  • We prioritize financial education to help preserve your values as your wealth transfers from one generation to the next. By engaging the entire family, we aim to establish an environment of shared responsibility and an alignment of expectations.

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Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.