Marshall Wealth Management Group, Los Gatos Information

Marshall Wealth Management Group is an independent firm with twenty years of experience in financial markets. They are client driven and built upon referrals. The Group is proud to go above and beyond for the people they serve. One way they accomplish this is through a team approach; meaning, instead of a single advisor you'll have our group of industry professionals working on your behalf. In doing so, they are able to serve all of your needs. In addition to Financial Planning and Investment Management they offer: Retirement Planning, Divorce Counseling (CDFA™), Generational Planning, Family Enterprise Planning, Elder Care Planning, Fiduciary Best Practices (AIF®), Estate Planning, Portfolio Stress Test. Along with the expertise provided, The Group offers extraordinary customer service with the knowledge to assist you through any market condition. They are possibly the first group in history to make planning any sort of fun! That's why they have a wide range of clients that include small businesses, entrepreneurs, business executives and technology professionals. Simplicity. Clarity. Transparency.It's the Marshall way. We invite you to connect with us today! Securities and Advisory Services offered through Cadaret Grant & Co. Inc. a Registered Investment Advisor, and Member FINRA (www.finra.org) /SIPC (www.sipc.org). Marshall Wealth Management Group and Cadaret Grant & Co. Inc. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.