David Marshall's Contact Details

David Marshall's Company Details

Marshall Wealth Management Group, Los Gatos

Los Gatos, California, United States • 2 Employees
Financial Services

Marshall Wealth Management Group is an independent firm with twenty years of experience in financial markets. They are client driven and built upon referrals. The Group is proud to go above and beyond for the people they serve. One way they accomplish this is through a team approach; meaning, instead of a single advisor you'll have our group of industry professionals working on your behalf. In doing so, they are able to serve all of your needs. In addition to Financial Planning and Investment Management they offer: Retirement Planning, Divorce Counseling (CDFA™), Generational Planning, Family Enterprise Planning, Elder Care Planning, Fiduciary Best Practices (AIF®), Estate Planning, Portfolio Stress Test. Along with the expertise provided, The Group offers extraordinary customer service with the knowledge to assist you through any market condition. They are possibly the first group in history to make planning any sort of fun! That's why they have a wide range of clients that include small businesses, entrepreneurs, business executives and technology professionals. Simplicity. Clarity. Transparency.It's the Marshall way.We invite you to connect with us today!The Financial Consultants at Marshall Wealth Management Group are a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, a registered investment advisor. Marshall Wealth Management Group and Strategic Wealth Advisors Group are separate entities from LPL Financial (www.finra.org, www.sipc.org). The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Oregon, Idaho, New Jersey, Virginia, Florida.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.