JP Marvel Wealth Management is an investment management firm of seven professionals with a wealth of industry experience and skills. Our professionals combine for more than 60 years of money management experience and 135 years of financial services experience.
By Joseph F. Patton, III - Vice President of Investments | June 3, 2019 The failure of the Boeing’s 737 Max is well known by now. It is the second failed rollout of a Boeing airplane in under a decade. Obviously this is a disaster for Boeing, but it is also problematic for the entire aviation [...]
BOSTON, April 18, 2019 - Joel M. Roberts, Chief Operating Officer of J.P. Marvel Wealth Management, was featured in the commentary section of ThinkAdvisor.com, an online resource for registered investment advisors and financial advisors who are interested in learning about the products, services, and trends vital to assist clients in making key wealth, health, and [...]
JP Marvel’s 4th Quarter 2018 letter is now available to the public. For more information on how to receive the letter when it is initially written, contact JP Marvel. 2018 was a year of highs and lows and the swings between them. The tax relief plan passed in late 2017 lifted corporate earnings expectations, leading to [...]
BOSTON, December 5 2018 – JP Marvel and honored guests attended a memorable holiday gala that culminated in a riveting performance by the Boston Pops Orchestra at historic Symphony Hall in Boston. A Company Christmas at Pops is an annual celebration that uniquely pairs the local corporate community and the Boston Symphony Orchestra. The event [...]