Over 50 years of combined experience in the investment industry have taught us that successful wealth management requires not only expertise, but trust in the client-advisor relationship reinforced by our dedicated service and performance.
We are proud of the strong relationships we have cultivated with our clients, and the level of service we provide. We look forward to serving you!
Each client is unique. There is no single solution that fits every client’s need, so our entire process is focused around what is important to you: only then can we create a personalized solution to help achieve your goals. This involves a thorough examination of your financial health, along with a vision of your future financial goals. These conversations serve as the bedrock of our relationship and ensure we’re working toward the same goal as you.
While being mindful of overall costs to our clients, our approach to investing offers the highest level of specificity and transparency. As Portfolio Managers, we select individual securities driven through our investment process which includes the use of our institutional modeling software. This allows us to aggregate industry-wide research and build strategies that identify specific opportunities and risks in the market.
Our Investment Process
We are committed to our relationship with you and maintaining an open dialogue through regularly scheduled reviews and timely market updates.
Furthermore, we incorporate our partners to provide a holistic client experience servicing all your financial needs including investments, banking, insurance, estate planning and wherever else the planning conversation takes us.
Geoff Marshall Wealth Management Group