About us

We believe in a distinctive approach to financial planning. Rather than being led by numbers, our advisors start with you. We strive to understand your goals, your dreams, and the life you’ve envisioned for yourself. We design your plan around your priorities and work to protect everything you’ve worked so hard to achieve.

David Mares and Renee Mares

David Mares, CEO
Renee Mares, COO

Our team, led by our CEO David Mares and his wife, Renee Mares, is composed of seasoned professionals with diverse financial backgrounds. 

David Mares, with his decades of experience and extensive knowledge, has educated numerous families on the intricacies of finance. His belief is that knowledge is the key to a prosperous financial future. His dedication to understanding each client’s individual needs and goals allows him to recommend the most effective insurance strategies.

Renee Mares has been a leader in the operations industry for more than 30 years. She holds Masters degrees in Healthcare Administration and Business Executive leadership.

your goals, our priority

We believe in a distinctive approach to financial planning. Rather than being led by numbers, our advisors start with you. We strive to understand your goals, your dreams, and the life you’ve envisioned for yourself. We design your plan around your priorities and work to protect everything you’ve worked so hard to achieve.

 

Our proven approach

We take pride in our proven approach. Our team does not have a one-size-fits-all tool for everyone. Instead, we offer a holistic approach to investing, finding the best tool that fits your unique financial profile. We believe in a strong debt-free foundation, leading to a robust retirement.

 

A partner for all ages

Whether you are 18 or 89, Socius Wealth has you covered. We aim to assist you in accumulating, preserving, and distributing your wealth, providing you with a more financially secure future.

 

Office chairs and table

Inspired by You

At Socius Wealth, your dreams inspire us.

Let’s navigate your financial journey together.

Get In Touch

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Phone

602-317-5332

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