Marvel Wealth Management is a financial services firm based in the Space Coast. We specialize in helping our community and helping people in the technical industries get ready for retirement. Whether you are in the first stages of getting your affairs in order for retirement or plan to retire soon, we can work to deliver the services that will best help you pursue your dreams.
Ready to meet your financial goals? Reach out to our team.
Our Home: Melbourne, Florida
Home of the sun, beaches, Kennedy Space Center, and Cape Canaveral Space Force Station, this is the Space Coast. The Melbourne area is not only diverse, it also has a dense population of aerospace and defense industry professionals that work here. It is a place that is saturated with a vibrant community and history of technology and space innovation. It is no wonder so many people call this place home — and many more come to visit.
We have made it our mission to focus on our community here by helping them seek growth and obtain their financial goals. After all, it is never too soon to start mapping your path to financial freedom. Our financial advisors are here for you.
What Is a Value Proposition?
A value proposition is the value a company delivers to a customer should they choose to buy their product. It is important for a company to clearly deliver this message as it is often the first impression a potential customer has of the company. A value proposition is not only the intent behind a company’s services or products, but how it’s delivered. In turn, a customer will have a synopsis as to if a company’s services or products align with their needs.
Marvel Wealth Management: Our Value Proposition
Patience, strategy, and commitment are the three pillars to our performance. These pillars not only help us but also help our clients make all-encompassing investment decisions. We utilize research-based strategies that looks at the fundamentals and outlook of our approach.
We firmly believe integrity, transparency, and hard-earned trust are the cornerstones to guide us in everything we do with you. Our common practice is to show consistent and uncompromising adherence to our strong morals and ethics. We prioritize quality and offer a client-centric environment as we want you to remember you are the employer and in control of who manages your assets.
Client-Led Wealth Management Services
We understand you can log your own numbers and plan for your future. But, are you getting the most you can out of your money? Is your time being used well? Our financial advisors are here to help you work toward your goals and act on smart decisions. We prefer you to sit co-chair with us as we navigate your way to financial freedom and excellence together.
There are four steps to create a portfolio customized to your goals and begin your journey to collect dividends. Reaching financial freedom is just around the corner and closer than you can imagine.
This is the initial meeting where we get to know each other a bit better. We take the time to answer any questions you may have, and we learn the vision you have for yourself, your family and your finances.
The more data we can collect about your finances, the more tailored your plan will be — and the quicker you will be on a road to financial success. We gather information on your existing assets to better assess your risk tolerance and the level of risk in your current portfolio.
Analyze and Review Holdings
This is the step where we take the time to analyze each holding you have. We heavily examine every detail as if it were our own, and then we sit down with you to review them. We want to be sure you are understanding every detail, every step of the way.
During account mapping we consult not only with you but also with any other advisors you work with. We take the time to craft a map of your current account and overlay it with your goals. This will provide you with a clear picture of if you are on the right path to work toward your goals.
In the event we uncover there to be a better path to manage your goals, we will propose and layout an account we believe will work harder for you. We know your money is important to you and trusting your gut-feeling is vital. This is why we provide services to manage your entire account. We also can assist with identifying future opportunities. Many of our clients work with multiple advisors to maximize their benefits from diverse approaches. We are sincerely here to assist you.
Our Broker Dealer
We strive to have a collaborative environment with an open-architecture approach to money management. LPL Financial, our broker dealer, helps to provide just that. They are one of the nation’s leading financial services companies delivering quality services since the 1960’s. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors aligned with LPL are not pressured or influenced by LPL to sell its products.
LPL has several impressive credentials, including:
- Being the number one Independent Broker/Dealer in the U.S. (As reported by Financial Planning magazine, June 1996-2020, based on total revenue)
- Being the top-third RIA custodian in the U.S. (Cerulli Associates, 2019 U.S. RIA Marketplace Report)
- Being the top provider of third-party brokerage services to banks and credit unions (Source: 2018/2019 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.)
Plus, as a fortune 500 company, they are at the forefront. Their innovative thinking and development of tools and resources has proven financial guidance and reputable recommendations to help meet client’s needs. They are in business and have been in business for individual relationships, rather than groups or collectives. This is where the services mean the most to their advisors and clients.
Marvel Wealth not only has a team to assist in your financial planning, but we also have many resources current clients and potential clients can access. They can be used to manage your own finances or educate yourself beyond current knowledge. We offer short videos for common topics such as retirement, taxes, investments, and estates. There are also tools, such as various calculators, to estimate values such as net-worth, how much to save for retirement, tax information, and more.
We are in this for the relationships and the clients. We are here whether you are investing to build wealth, preserve your assets, or simply set your family up for the future. We have years of experience in financial services, and our top priority will always be our clients.
Our focus and drive are your needs, wants, and long-term goals. Setting up for financial security for your lifetime or generations to come is never too late. We want to get you started to mapping your best financial plan yet.
Contact us today to set up your consultation for a life strategy that keeps you in control.
"The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss."