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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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.

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Latest Insights

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Exploring the psychology of charitable giving: Three mental barriers that hold donors back

Dec 20, 2024 | RBC Wealth Management

Despite generational differences, the obstacles donors face around giving are largely the same.

Read more