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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear 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

Wine glass in front of wine rack

Exploring fine wine as an investment

Jul 23, 2024 | RBC Wealth Management

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

Read more