A boutique wealth management firm designed for both our community and the aerospace and defense industry professionals that work here. We live and work in the heart of the Space Coast where technology and engineering marvels take place daily. In homage to the pioneering technology and space innovation in our community, we developed Marvel Wealth Management to serve you and your unique needs.
We don't believe in one size fits all financial plans. Our primary focus is on creating transparent, customized strategies and executing them with robust technology and suitable investments. This approach coupled with our investment fiduciary responsibility allows us the flexibility to be adaptive through market cycles, put your needs first, and stay the course.
We don't believe in one size fits all financial plans. Our primary focus is on creating transparent, customized strategies and executing them with robust technology and suitable investments. This approach coupled with our investment fiduciary responsibility allows us the flexibility to be adaptive through market cycles, put your needs first, and stay the course.
Services
At Marvel Wealth Management we believe there are three pillars in the foundation of a successful financial plan. These pillars help, both our team and our clients, make sound investment decisions. We do not shift investments to avoid risk, instead with these pillars in mind, we use research that looks at fundamentals and the outlook on all strategies before making any changes.
Most people believe they are the most qualified person to make financial decisions for their family, and we could not agree more. We want to support you on your financial journey with tools and advice that enhance your decision-making process. We never want you to believe that when you meet with us, we are going to try to sell you something.
We are a boutique wealth management firm designed for both our community and the aerospace and defense industry professionals that work here. Our clients are highly educated technology and experienced investors. That is why you are a co-chair in all decision making regarding your portfolios. We act as your family CFO; we discuss needs and make joint decisions before any action is taken.
Based on this belief, we work with LPL Financial because they allow us the flexibility and open architecture to choose the right investments for you regardless of what company offers them. LPL does not have any proprietary products; therefore, we are not obligated to use a product that may not be right for you in your portfolio simply to meet our company's expectations.
Our process begins with an initial meeting in which we uncover your financial goals and discuss how you want your money to do for you. We then gather information on your existing assets to better assess your risk tolerance and the level of risk in your current portfolio. We then create a map of your current portfolio and overlay it with your goals.
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