Wealth management that helps you enjoy your opportunities

By the time you are a Wealth Management client, your needs are unique and complex. Wealth has brought you enormous opportunities—and also a lot of new challenges.

Marshall’s wealth managers take the time to fully understand you, what is most important to you, your goals and dreams, and what keeps you up at night. Then your team puts together a solid strategy to achieve your big picture. We consider every aspect of your balance sheet, of course, but also every aspect of your responsibilities to family, business, and community—and the joys and rewards of your bucket list.

Our CFP® professionals bring deep and broad experience in all aspects of wealth management. That means, of course, investments, tax planning, and trusts. We pride ourselves on providing solid, experienced, trusted advice on issues like business succession, career and compensation, or the development of a legacy that will live generations beyond you.