• Welcome to Marshall Wealth Management Group

    We believe the only thing anyone needs more than an honest mechanic, is an honest financial advisor. When you’re investing, you need guidance. At Marshall Wealth Management Group, we customize our approach to address the specific demands of your portfolio.

    Now, we can’t give away all our techniques, but it’s important to know our approach is unique to each individual or family. We are thorough and take into account investment philosophy, economic outlook, and what other financial advisors are thinking and pair it with your financial goals.

    Financial Guidance

    We plan what matters to you most.

    You’re busy. Managing your financial life effectively takes time and devotion. It’s important, yet something people often procrastinate, wishing it would magically take care of itself. Well, consider the group your financial wizard; when you have a financial professional guiding you, taking the guesswork out of your decisions, your financial road becomes more clear.

    Whatever your preferred means of communication, contact us today!
    P: 408.395-1510
    E: info@marshallwmg.com

    Brad Marshall, LPL Wealth Advisor is a BBB Accredited Financial Service in Los Gatos, CA

    Call us today to schedule an appointment with a financial advisor.