21 06, 2019

Who is JP Marvel?

2019-06-21T15:17:03+00:00June 21st, 2019|Categories: Featured, JP Marvel, Publications, Videos|

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.

2 06, 2019

How to Conquer the Fear of Financial Planning

2019-06-02T21:28:15+00:00June 2nd, 2019|Categories: Asset Management, Featured, JP Marvel, Publications|

BOSTON, April 18, 2019 - Joel M. Roberts, Chief Operating Officer of J.P. Marvel Wealth Management, was featured in the commentary section of, 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 [...]

15 02, 2019

JP Marvel’s 4th Quarter 2018 Letter

2019-02-22T00:41:43+00:00February 15th, 2019|Categories: Bulletins, Featured, Investment, JP Marvel, Publications|

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 [...]

13 03, 2017

Dan Daly: In Charge

2018-01-12T15:32:09+00:00March 13th, 2017|Categories: Publications, Uncategorized|

One year ago, on 12 January 2016, Iran’s Revolutionary Guard Corps Navy captured ten U.S. Navy personnel (one officer and nine enlisted sailors) and seized two Navy riverine boats. One day later the Iranians released the boats and their crews. On the anniversary of this event, four individuals who served as officers in charge(OinCs) of [...]