​Marcotte Wealth Management, headquartered in Omaha, Nebraska, is a fee-based financial advisory firm offering comprehensive services in financial planning, investment management, and insurance solutions. Their financial planning process encompasses assessing clients’ financial situations, protecting against financial crises, investment planning, saving for major expenses, tax planning, and estate planning.

Investment solutions are tailored to individual risk tolerances and include options such as mutual funds, managed accounts, annuities, and individual securities . Additionally, they provide life and long-term care insurance to help clients safeguard their financial futures. The firm is led by experienced professionals, including Joseph John, CLU, ChFC, RHU, REBC, and Paul Rahn, CFP®, who emphasize personalized, client-focused strategies.

As a wholly owned subsidiary of USI Insurance Services, LLC since 2019, Marcotte Wealth Management is committed to delivering high-quality financial services to help clients achieve their financial goals .​