Marvin Wealth Management
Complete Wealth Management * Personalized Service * Financial Education
Marvin Wealth Management offers complete wealth management services as well as financial education to its clients throughout the greater Cleveland area. As independent representatives of LPL Financial, the consultants provide complete wealth management services including retirement, estate and financial planning; long-term care and insurance planning.
The firm has a diverse client base including individuals, family offices, small businesses and corporations as well as endowments. The consultants of Marvin Wealth Management build client portfolios in house rather than hiring outside managers. Portfolios are comprised of stocks, bonds, mutual funds and alternative investment vehicles such as non-traded REITs. Marvin Wealth Management is a risk manager and believes that protecting clients’ wealth from downside risk is as important as planning for upside growth potential.