100 Rialto Place,
We watched in wonder
Now we MARVEL
A boutique wealth management firm designed for both our community and the aerospace and defense industry professionals that work here.
Innovation-Focused. Technology-Driven. Client-Centered Custom Wealth Management.
Don't get stuck at the bottom.
Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.
It's not always about the money.
Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.
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.
We’re here for you!
Curated articles, videos, and more for a financially savvier you.
Most people believe they are the most qualified to make financial decisions, and we could not agree more.
We are a boutique investment firm whose technological approach is geared specifically to your way of thinking.
Our process begins with an initial meeting in which we uncover your financial goals and what you want your money to do for you.
Not every company is good at everything. You wouldn’t by a bus from Lockheed Martin, right?