Helping create financial security for individuals and their families


How we serve you

We accomplish this by using an expanded selection of strategies that goes beyond traditional stocks and bonds. We describe our process as the New Math of Investing, emphasizing a careful study of overlap among strategies with the goal of managing unnecessary risks. We believe in using an asset allocation that reflects a client's time horizon, goals, risk concerns and needs.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

Read the Global Insight Monthly »

Solutions

To help accomplish your objectives, we deliver a wide range of financial solutions:
  • Wealth management planning
  • Retirement planning
  • Estate planning
  • Charitable planning
  • Account management services

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today. 

Meet our team

Learn more about the Marshall Wealth Management Group

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Latest Insights

Paris in the springtime

The metamorphosis of European equities

Mar 28, 2024 | Frédérique Carrier and Thomas McGarrity, CFA – London

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

Read more