Every Big Life Event is a Financial One too
Financial peace of mind is knowing a trusted partner is with you for the long haul, so you can achieve your goals no matter what life throws your way.
Every Big Life Event is a Financial One too
Financial peace of mind is knowing a trusted partner is with you for the long haul, so you can achieve your goals no matter what life throws your way.
Why JP Marvel?
Listening, Then Leading
We believe true leadership and guidance are only possible through deep empathy and a steadfast desire to further our client’s goals. Loyalty and service underpin everything we do.
An Ongoing Partnership
Once your account is up and running, we take an active role in helping you meet short- and long-term goals. We are true partners. If you have more money, we have more money.
As-needed Accessibility
We are available at any time to discuss our client’s needs and concerns. The partnership we form with our investors is built on communication and that thread continues throughout the relationship.
Better Together: What It’s Like To Work With Us
UNDERSTAND
We start each new client relationship by learning where you stand today and where you want to be tomorrow.
PLAN
Once we know you well, we develop a strategic plan that meets your investment goals, including preservation of capital objectives, growth targets, cash flow needs, and estate planning.
IMPLEMENT
We help you manage each step of creating your portfolio, including but not limited to account opening, asset allocation, and investment selection.
MONITOR
We are long-term partners, monitoring our clients’ investments to ensure steady growth over time.