Marrick Wealth
marrick wealth is a boutique, independent, fee-only wealth advisory firm helping business owners, executives, and professionals strategically align their personal and financial goals. Using an open architecture, we employ a comprehensive approach to providing wealth and investment advisory services to our clients. Our services include investment management, income and estate tax planning, retirement planning, and compensation and employee benefit planning.
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Verified contacts
2
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- MM
Marty McNamara
Co-founder, Wealth Advisor · Finance & Accounting
EmailPhone - PC
Patrick Chu
Co-founder & Wealth Advisor · Finance & Accounting
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Top roles at Marrick Wealth
2 distinct titles indexed · top 2 shown.
- 1co-founder & wealth advisor
- 1co-founder, wealth advisor
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