TAILORED APPROACH

We believe that each family is unique, and we take the time to understand your specific and complete situation:

  • Learn about your vision and family dynamics
  • Assess both sides of the balance sheet
  • Create a tailored personal plan
  • Align relevant solutions and share new ideas

COMPREHENSIVE SERVICES

We deliver a highly personal experience and a full spectrum of services to help you protect your wealth, achieve stability and pursue your goals. We also partner with your CPAs and estate attorneys to simplify, coordinate, and integrate every aspect of financial life. Importantly, while many firms struggle with continuity of relationships due to older, retiring advisors, the Marble team is committed to staying with you every step of the way.

COMPREHENSIVE PLANNING

INVESTMENT SOLUTIONS

TRUSTS & ESTATE PLANNING

BANKING & CASH MANAGEMENT

TAX, RISK & INSURANCE PLANNING

PHILANTHROPIC SERVICES

WORLD-CLASS ALLIANCES

As an independent firm, we are able to align ourselves with leading firms, resources, and technologies to safeguard your assets and create an exceptional client experience.

Sanctuary Wealth is an advanced platform for elite independent advisors, providing all-encompassing operational and technological support in an ecosystem of partnered independence. Through Sanctuary, Marble Wealth is able to access an array of proprietary and non-proprietary investment vehicles and unbiased options, including unique opportunities available only through Sanctuary’s network of partner firms.

Fidelity Investments provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC (FBS), Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $7 trillion.¹

¹ as of 9/31/22.
Fidelity Investments and National Financial Services LLC, together (“Fidelity”) is an independent company, unaffiliated with Marble Wealth or Santuary Wealth. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.1038398.1.0

LET’S TALK.

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