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JP Marvel Wealth Management

About JP Marvel Wealth Management

JP Marvel is an SEC-registered investment advisory firm. The firm provides investment management and financial planning services to high net worth individuals and families, endowments, and foundations. Since 2007, JP Marvel has delivered a comprehensive set of solutions that help clients preserve, manage, and build their wealth. JP Marvel strives to foster and sustain long-term relationships that spans generations by merging their investment management and financial expertise.

Min project size

50,000+

Hourly rate

50 / hr

Employees

8

Locations

United States

Year founded

Founded 2007

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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