Broker Check

Why MWM?

At Marvin Wealth Management, we believe that in addition to helping clients pursue financial stability, it’s important to help clients understand their investments, the market environment, and to obtain realistic expectations of saving and investing to meet their retirement goals.

High Level of Personalized Service

We offer complete wealth management services as well as financial education to our clients. We focus on protecting clients’ wealth from downside risk, planning for upside growth and providing a high level of personalized service. We offer our clients sound financial strategies as well as seminars and other forums to provide education on their investments as well as the current market environment. We take the time to ensure all our clients’ financial needs are met and that they have a comprehensive financial road map.

More than 30 Years’ Expertise in Helping Families and Businesses

As long-time residents of the Cleveland area with more than 30 years’ experience in the financial planning industry, we serve a diverse client base across Northern Ohio and nationwide. Our clients include individuals, family offices, small businesses and corporations. We help individuals and families work toward financial stability with sound investment plans built to work toward their financial goals, and with our deep understanding of the region’s business industry, we serve both small businesses and larger corporations across Cleveland with qualified retirement plans for their employees.

Complete Wealth Management Services

We provide complete wealth management services including retirement, financial and estate planning, long-term care and insurance planning. Our risk-management investment strategies strive to help you capture growth in successful markets and protect your investment during market declines. We work closely with tax and estate planning attorneys, CPAs and other financially related specialists to meet all our clients’ needs. As independent representatives of LPL Financial, we do not provide proprietary products but rather make all our investment decisions based on preserving and managing our clients’ wealth.