BUILDING WEALTH
ONE FAMILY AT A TIME.
You don’t have to earn 6 figures to turn this dream into a reality. But you do have to live and plan today with that in mind. Building wealth starts with proper planning at every stage of life.
OUR SERVICES
At Marshall Wealth Management, LLC a registered investment advisory firm, we specialize in financial education as a component of our wealth building agenda. This is accomplished through our numerous workshops and seminars throughout the community as well as our partnerships with churches, universities, magnet schools, and other civic organizations. Our goal is to help put wealth and prosperity within reach of more families through financial coaching.
FINANCIAL
SERVICES
We offer dependable financial planning for every stage of life.
FINANCIAL
SERVICES
RETIREMENT
STRATEGIES
It’s never too early to start planning for your retirement. Retirement Planning is not a one size fits all process.
RETIREMENT
STRATEGIES
INVESTMENT
MANAGEMENT
Our investment strategy focuses on the creation and implementation of a plan that strives to produce a growing stream of income that will last a lifetime.
INVESTMENT
MANAGEMENT
FAMILY WEALTH
BUILDING INSTITUTE
Financial Freedom starts with financial literacy. We offer a variety of educational programs to help families better understand the concept of wealth-- how to build it, grow it, and pass it.
FAMILY WEALTH
BUILDING INSTITUTE
About Us
Family is the cornerstone of our heritage, the foundation of our community, and the bridge to our future. Marshall Wealth Management, LLC is a registered investment advisory firm that helps build wealth in the African American Community.
We believe that education is a key to financial success, and therefore is a vital component of our wealth-building strategy. Marshall Wealth Management, LLC conducts workshops, seminars and discussions at churches universities and other facilities that further our mission to be focused and diligent in education supporting and advising diverse communities in the areas of financial planning, investment planning and wealth management.
Our Mission
At Marshall Wealth Management, LLC our mission is to be focused and diligent in educating, supporting, and advising diverse communities through professional and knowledgeable individuals in the area of financial services, life planning and investment management.
Here For You
The Marshall Wealth Management, LLC team is attentive, communicative and down-to-earth. We provide exceptional and tailored services to our clients, including the assurance of a dedicated support team. We believe it’s better to actually know the person managing your investments, and we take the time to nurture that relationship.
GET STARTED
Every family started somewhere, and you start with what you've got. At Marshall Wealth Management, LLC, we have systems in place to help you build wealth for you and your family. To take the first steps toward building wealth, provide your information and fill out the Confidential Client Questionnaire.
Once you have completed the Client Questionnaire, please download it and email it to James@MarshallYourMoney.com.