Investment Management

Marvin Wealth Management offers comprehensive investment management and asset allocation services for clients who prefer to utilize the skills of an experienced investment manager. Whether your needs span the entire spectrum of financial planning related disciplines or just a few targeted areas, we can provide a customized strategy, aimed at meeting your unique situation and financial goals. We understand that investing successfully requires not just a firm grasp of market opportunities, but also a knowledge of the unique parameters, guidelines, considerations and risk constraints for each of our clients.

We utilize time tested processes to guide our clients through all stages of the financial planning and investment management lifecycle. Our processes were developed based upon industry experience and have been refined over the years to potentially optimize their effectiveness and efficiency.

With our investment management experience, we offer: 

  • Strategic portfolio guidance
  • Individualized portfolio management
  • Retirement plan guidance, including 401(k) and IRA options

At Marvin Wealth Management we have access to local tax and estate planning attorneys, CPAs and other financial specialists. If your customized portfolio calls for their attention, we can put you in touch with, and work in close coordination to ensure all aspects of your financial investments goals are addressed.

Asset allocation does not ensure a profit or protect against a loss.

Services provided by professionals mentioned are separate from and are not affiliated with or endorsed by LPL Financial.

You are under no obligation to use the services of any of the professionals offered, and may choose any qualified professional to provide tax, CPA, legal or any professional service. Any professionals and their services are not affiliated with LPL Financial and Marvin Wealth Management.