Strategy. Execution. Success.


We take the time to learn about you

The Marzulli Lehrman team creates wealth by integrating individual financial objectives with sound intelligent investment advice through the utilization of our combined 40 years of experience and knowledge in financial services. The key to our growth has been our ability to listen to our clients, to understand their objectives and to implement a strategy to insure these goals are met.


What retirement investors need to know about regulatory reform

The Department of Labor (DOL) fiduciary rule is now effective. Learn more about the rule and RBC Wealth Management’s long-term commitment to putting the interests of clients first, as well as preserving choice regarding investments and how to pay for services. Please contact us today to discuss your retirement goals.


Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

It's all about staying connected

Thank you for trusting us as your wealth management partner.  Our commitment to you goes beyond sharing our knowledge and expertise.  We are also committed to consistent and valuable communication, because it's essential to a partnership.  This website will never take the place of our direct communication, but we think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary.  We see it as one more way for us to stay connected.

Meet the team

Learn more about The Marzulli Lehrman Group.