It all just makes sense—an inclusive and diverse wealth management firm providing comprehensive planning for financial, estate, business, and tax services customized for each client.
With Members’ Wealth’s credo of putting clients first and a just and ethical management leadership, I knew Members’ Wealth was a perfect fit for me.
Working in an industry that is focused on providing fiduciary services—and as an attorney governed by both professional and personal rules of ethics—I was sure I was making the best move for my career to join the Members’ Wealth team.
My practice of law is service based with a focus on three areas: estate planning, elder law, and estate and trust administration. Estate planning focuses on writing wills, trusts, financial power of attorney, healthcare power of attorney, and medical directives, among other areas. Elder law comprises Medicaid planning, guardianship, and healthcare choices. And estate and trust administration involves probating wills, handling the assets, taxes, or debts of the estate or trust, and writing special needs trusts. No matter which area my services fall under, I meet a client where they are in their personal circumstances. I have worked as a fiduciary for hundreds of clients for over 20 years.
Similarly, Members’ Wealth customizes their services for each client and provides a holistic look at their complete financial picture. Joining Members’ Wealth gives me the opportunity to be a part of a team that works in a dynamic, curiosity-driven environment, and provides comprehensive planning as clients pursue retirement and other financial goals.
Members’ Wealth is located and based in Delaware County, a community I have very close ties to both personally and professionally. I have lived in the area my entire life, and I have spent my professional career practicing law focused on helping local families.
Put together, it all just makes sense—an inclusive and diverse wealth management firm providing comprehensive planning for financial, estate, business, and tax services and customized for each client. I look forward to meeting each client to learn how I can further their values, goals, and wishes for their evolving legal needs.
Marie Feindt, J.D., is a Planning Specialist and Estate Attorney for Members’ Wealth. Marie earned her juris doctor from Widener University School of Law and has a Bachelor of Arts in Pre-Law from Penn State University. She currently teaches Torts & Personal Injury Law and Estates and Trusts at Villanova University. An active member of the Delaware County community, Marie serves as a member of the Friends of the Delaware County Women’s Commission. Additionally, she is a member and board secretary of the Delaware County Literacy Council’s Board of Executives and serves on the executive committee as well as a multitude of other sub-committees.
To get in touch with the Members’ Wealth team today, I invite you to email info@memberswealthllc.com or call (267) 367-5453.
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Advisory services are offered through CS Planning Corp., an SEC-registered investment advisor.