Broker Check

Our Company

At Marshall Wealth Management Group, we don’t promise success, we just know we can help. We are an independent firm, located in Los Gatos, CA, with twenty years of experience in financial markets. We are client driven and built upon referrals. The group is proud to go above and beyond for the people we serve. We accomplish this is through a team approach; meaning, instead of a single advisor you’ll have a group of industry professionals working on your behalf. In doing so, we’re able to serve all of your needs.

Our Commitment

Simplicity. Clarity. Transparency. It’s the Marshall way.

Our Principle

Along with the expertise provided, we offer extraordinary customer service with the knowledge to assist you through any market condition. We are possibly the first people in history to make planning any sort of fun. That’s why we have a range of clients that include small businesses, entrepreneurs, business executives, and technology professionals. Our team works closely with estate planning attorneys, CPA’s, realtors, as well as other professionals to help ensure a seamless execution across your entire financial landscape.