Welcome to Marvel Wealth Management

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 believe this approach poises you for financial success.

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We’re here for you!

“Everything Is Theoretically Impossible, Until It Is Done.”
– Robert A. Heinlein

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Curated articles, videos, and more for a financially savvier you.

Our Mission

Our Mission

Most people believe they are the most qualified to make financial decisions, and we could not agree more.

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Our Philosophy

Our Philosophy

We are a boutique investment firm whose technological approach is geared specifically to your way of thinking.

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Our Process

Our Process

Our process begins with an initial meeting in which we uncover your financial goals and what you want your money to do for you.

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Our Services

Our Services

Not every company is good at everything. You wouldn’t by a bus from Lockheed Martin, right?

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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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