Client-focused wealth management and holistic financial planning for families and individual investors.
As an independent registered investment advisory firm, we do not serve third-party shareholders – our clients are our only priority.
With over 25 years in the financial industry, our mission is to educate as well as ensure that your wealth is preserved and grows according to your goals.
Ethics and integrity are paramount to our business. Markowski Investments true value is our partners and our personalized focus on holistic financial planning.
Our objective is to provide you with the best financial planning experience and a level of personal service that you won’t find with large Wall Street firms.
Our status as an independent investment advisor allows us to enlighten you without the need to sell products that are being pushed by another group within our company.
Markowski Investments Wealth Management Services
Serving Tampa, Sarasota and the West Coast of Florida.
As seasoned experts in personal and business finance, we have positioned our clients for success through some of history’s most turbulent markets.
We use a holistic approach to planning to help with all areas of our client’s financial lives, including investments, real estate, taxation and estate planning.
Our personalized approach to your unique financial goals allows us to design portfolios that generate consistent profits while minimizing your risk.
We help you define your personal wealth management goals in the context of the changing economic and political conditions.
At Markowski Investments, we have observed the financial industry for a long time and have learned that the only way to be successful in our industry is to serve our clients’ needs.
Schedule a complimentary financial consultation with Markowski Investments to discuss your individual financial needs.
Markowski Investments’ true value is our people and reputation. Let’s talk about how we can support your unique goals.
Recent Press
3.14.2024 | Chris Markowski on Scripps News
Latest Watchdog on Wallstreet Video
Is a 32 Hour Work Week REALLY a Good Idea??
Blog & Commentary
Finding Your Way Through Stagflation: Insights for Safeguarding Your Investments
Economic landscapes in the fast-paced world of finance are constantly changing, posing challenges that necessitate adept maneuvering. Markowski Investments recognizes the importance of remaining vigilant in the face of changing tides. The past episode of the Watchdog on Wall Street podcast shed light on one such challenge: the resurgence of stagflation. Stagflation, once thought to […]
Gaining Insight into Credit History
Within the complex realm of personal finance, establishing a resilient credit history is comparable to constructing a solid foundation. Whether you lack experience with credit or aim to improve your financial status, this guide will serve as your roadmap to comprehending and effectively maneuvering through the maze of credit history. What is Credit History Credit […]
Swipe with Confidence: Learning the Basics of Credit Cards
Credit cards have become common in modern personal finance, providing convenience and monetary versatility. However, their complex nature often puzzles many individuals. In order to assist you in effectively managing this essential aspect of personal finance, let us now review the next part with the aim of streamlining the complexities associated with credit cards. What […]