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Marcus Eligan, Wealth Architect serving DC, Maryland and Virginia. Mortgage, insurance and tax-free retirement strategy. Book your free discovery call.
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Hex Code
Color name
RGB
HSL
CMYK
#B98F3E
Tussock
185, 143, 62
40, 50, 48
0, 23, 66, 27
#0D0D0D
Cod Gray
13, 13, 13
0, 0, 5
0, 0, 0, 95
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
Marcus Eligan, operating as Wealth Architect, helps families in Washington, DC, Maryland, and Virginia connect mortgage, insurance, and retirement decisions in one financial strategy. With more than 20 years in finance, Marcus is a licensed mortgage loan originator and life insurance producer who offers a free discovery call and a Wealth Gap Diagnostic to review a client’s retirement accounts, home equity, mortgage costs, and insurance coverage.
The brand’s services include equity analysis, mortgage and cost-of-capital reviews, and planning for tax-free retirement income using properly structured indexed universal life insurance. Marcus also helps employees assess 401(k), 403(b), 457, IRA, and TSP options, including potential Roth conversions. Additional offerings include premium financing for large life insurance policies, life insurance with living benefits, and estate and legacy planning through a licensed attorney partner.
Wealth Architect’s approach focuses on how assets may be taxed or accessed in retirement, including potential effects on Social Security taxation and Medicare premiums.
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Finance
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