Your Fiduciary Wealth Management Partner
You have worked hard for your money.
It should work hard for you.
At Marsh Wealth Management, we specialize in providing personalized wealth management services, including investment strategies, financial planning, and healthcare solutions. As a fiduciary firm, our priority is helping you maximize the value of your hard-earned savings with a focus on your unique goals and needs.
Marsh. Ready for what’s next.
How can we help you?
Select the option below that
best expresses your top financial priority.
Are you a 401k millionaire within 5 years of retirement?
If you’re excited about the next phase of life, but also need a little guidance to make it all happen, then look no further.
Your stress-free retirement is on the horizon.
Learn more.
Enjoy your lifestyle and protect your legacy with tax-smart strategies.
As a high-net-worth individual, you have enough to live comfortably, but you want to control where it goes (without paying more in taxes than you should).
It’s your money! You decide!
Learn more.Why Marsh?
The Fiduciary Advantage
Fiduciaries are required to put their clients’ interests above all others. While this may seem obvious, consider that many financial advisors are not fiduciaries. It is commonplace for advisors to profit (through “revenue sharing”) by investing their clients’ money with specific funds, whether they are the best funds for the client or not. As fiduciaries, we are held to a higher standard of transparency and care, accounting for each client’s goals, risk tolerance, and circumstances.
Our Wealth Management ApproachFinally found someone I can trust to look out for my best interest, someone who has produced sound results and someone with whom I have confidence in. I highly recommend Marsh Wealth Management.
Client, not paid
The CPA Advantage
In the accumulation stage of your wealth plan, taxes are usually simpler. Max out your pre-tax and ROTH contributions, and itemize to ensure you’re taking advantage of mortgage interest and charitable contributions. But as you near the preservation and distribution stages, tax issues become more complex, and a slight misstep can be very costly. As CPAs and fiduciaries, Mike Marsh and Yvonne Marsh counsel clients not just on the what and how of tax strategies but on the when.
The CFP Advantage
Yvonne Marsh is also a CFP® professional (Certified Financial Planner). While just about anyone can use the title “financial planner,” only a select few are certified by the CFP Board. CFP® professionals have met rigorous qualifications for financial planning and years of experience delivering financial planning services to clients. CFP® professionals also commit to high ethical standards and are held accountable by the Certified Financial Planner Board of Standards, Inc.
Meet the Marsh TeamHave a burning financial planning question?
Send it to us, and we’ll answer it for free.