Marble Wealth is an independent SEC-registered investment advisory firm committed to helping successful individuals and families preserve wealth, solve complex challenges, and shape lasting values and legacies. We do so by providing a highly personal experience and a full spectrum of wealth management services, including comprehensive planning, investment solutions, tax planning, trusts and estates, risk and insurance, banking and cash management, and philanthropy.
We believe that each family is unique, and we take the time to understand your specific and complete situation – learning about your vision and family dynamics, looking at both sides of the balance sheet, creating a tailored personal plan, aligning timely and relevant solutions, and proactively sharing new ideas and opportunities. 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, our team is committed to staying with you every step of the way. In addition, as part of our commitment to deliver an exceptional experience, Marble is aligned with world-class partners, resources, and technologies to safeguard your assets and create an exceptional client experience, including Sanctuary Wealth, an advanced platform for elite independent advisors. Through Sanctuary, Marble 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.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Marble Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 4137 Carmichael Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.marblewealth.com/
- Keywords
- Montgomery.
- HQ
- Montgomery, Alabama
Marble Wealth Questions
Marble Wealth's website is http://www.marblewealth.com/
Marble Wealth's LinkedIn profile is https://www.linkedin.com/company/marble-wealth
Marble Wealth has
5 employees.
View email and phone details for 5
employees at Marble Wealth.
Marble Wealth's industry is
Financial Services
Marble Wealth's top competitors are
Ultra Financial Partners,
Castle Wealth Group,
Hay Hill Wealth Management,
Summitas,
Itaú Private Bank,
Scott Capital Partners Llp,
Addepar,
The Longevity Financial Group,
Frazer Lanier,
Meta Private Wealth.
Marble Wealth's categories are Financial Services
Marble Wealth's founding year is 2022
