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 Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

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.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Latest Insights

Speedskating woman going around a corner

How to medal in your financial life

Jan 27, 2026 | RBC Wealth Management

Thinking of the winter games, how might you maximize your financial life to feel like you’re on the medal platform? Read on for some ideas at various life stages.

Read more