Client Stories

We have been working with DeMaine Wealth Management for 16 years. Over the years, they helped us grow our portfolio, making sure we would be prepared for retirement. As that date grew closer in 2022, our assets were set up for more dividend growth. We retired four years ago, and we are able to live on the income produced, without using our nest egg. Mark and Cortlin have always looked after our best interest, making sure any questions or concerns we have are addressed.

My wife and I researched and spoke to several companies before deciding to work with Cortlin. We have been very impressed with how Cortlin takes the time to explain everything clearly, ensuring we can make informed decisions.

I have since moved both of my 401(k) accounts to De Maine Wealth Management. Through Cortlin’s hard work on our financial planning and the opening of a taxable account, we have enjoyed watching our money grow.

If you are looking for someone to help you put your money to work and guide you through the decision-making process, I highly recommend De Maine Wealth Management.

My name is Donald Jones, and I have been a client of De Maine Wealth Management for almost 30 years. During my years as a business owner, my monthly investing has performed exceptionally well under Mark De Maine’s personal oversight. Because of his talent in choosing the best-performing markets, I was able to retire comfortably, and at an earlier age to boot. Now in retirement, my investments continue to grow with the direction of Mark and his son, Cortlin. Throughout the years, and to this day, my relationship with Mark, and now with his son Cortlin, has been a joy. Their personal service and friendship has been a high factor in my life!

De Maine Wealth Management took the time to understand my financial goals and built a plan that both my wife and I feel great about. The financial planning application gave us a clear path toward our goals and retirement. “I couldn’t be happier with the support and direction De Maine Wealth Management provided to us.”

We highly recommend working with Cortlin, just as we have to all of our family members. His expertise in financial planning has been invaluable to us. The only way the experience could be better is if he were a Gator fan!

Working with the De Maine team has given me real confidence in navigating my company stock options. I’ve received a variety of equity grants over time, and I was never fully sure about the tax implications of selling. They’ve helped me clearly understand my options and build a strategy to diversify my assets thoughtfully—without unpleasant surprises during tax season. Their guidance has been invaluable.