marrick wealth

Financial Services - Irvine, California, United States

marrick wealth Employees
Marty McNamara

Co-Founder, Wealth Advisor

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marrick wealth Senior Management
Marty McNamara

Co-Founder, Wealth Advisor

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marrick wealth Details

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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Employees: 2
HQ: +1 949-258-9700
Location: Irvine, California, United States
Revenue: 4.3M
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