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How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and investment management services to help clients achieve their financial goals and objectives.
- Offer a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning.
- Partner with clients to create a customized financial plan based on their unique needs and risk tolerance.
- Provide ongoing support and guidance to help clients make smart financial decisions.
Facts and Insights
MARSH WEALTH MANAGEMENT, LLC has a team of experienced advisors who specialize in providing personalized financial planning and investment management services. The firm uses a holistic approach to help clients achieve their financial goals and prepare for their future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
MARSH WEALTH MANAGEMENT, LLC serves a diverse group of clients, including individuals, families, and small business owners. The firm has years of experience in helping clients from different backgrounds and financial situations achieve their financial goals.
Fees & Compensation
MARSH WEALTH MANAGEMENT, LLC operates on a fee-only basis, which means the firm does not receive any commissions or incentives for recommending certain products to its clients. This ensures that the advisors at the firm are always acting in the best interest of their clients.
Background
Founded in 2011, MARSH WEALTH MANAGEMENT, LLC has been providing personalized financial services to clients for over 10 years. The firm is committed to helping clients achieve their financial goals and has a team of dedicated advisors who stay up-to-date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any financial advisor disclosures before working with any firm. MARSH WEALTH MANAGEMENT, LLC has a clean record and no disclosures to report.