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100 Rialto Place, Suite 926, Melbourne, FL 32901

321-914-4714
Info@MarvelWM.com
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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.

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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.

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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.

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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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Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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