Our comprehensive services in this area include gifting strategies, education planning, and caring for elderly family members. We can help you set up 529 College Savings Plans, Roth IRAs for children, and UGMA/UTMA accounts to ensure that your financial support is both effective and tax-efficient. Our goal is to provide tailored solutions that secure the financial well-being of your loved ones for generations to come.
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Marshall Wealth Management is a group of experienced financial professionals based in Norwell, MA. Our team, all located in one office, is trained in their respective fields to help our clients with the seven key areas of financial planning. We specialize in estate & legacy planning, retirement planning, income tax planning, investment planning, cash flow & budget, insurance & risk management, and assistance to loved ones.