Joseph Marsh Email & Phone Number

Joseph C. Marsh IIIManaging PartnerDiehl / Marsh Wealth Management70 Office Park Way, Tobey Village Office Park, Pittsford, NY 14534P:585.899.6115jmarsh@jms-cm.comwww.jms-cm.com---------------------------------------------------Diehl / Marsh Wealth Management, INC. (DMWM) is a private, independent, investment management firm. Founded in 2013, DMWM is headed by highly trained and educated professionals with extensive experience in helping clients to achieve their investment goals.JMDMWM manages both equity and balanced accounts for individuals and institutions. Our investment style includes investing in large capitalization growth stocks with an emphasis on dividend paying companies, where applicable. Our stock selection process is earnings and revenue driven with a quality and consistency overlay. A typical equity portfolio of ours consists of between 25-30 securities, many with significant and diversified global revenues.Our balanced accounts contain high-grade government, corporate and municipal bonds (when appropriate), with maturities ranging from one to ten years. In some cases income producing stocks are also used. Typically, the fixed income portion of a DMWM balanced account will range from 20-40% of the portfolio.DMWM is not affiliated with the brokerage or banking community and does not share in any commissions or have any investment conflicts of interest. We sit on the same side of the table as our clients. Our only business is managing your assets.We trust that when you learn more about us, our investment style and philosophy, you will be able to make an informed investment decision and join the JMS family of investors.

Listed skills include Aviation, Flights, Investment Management, Strategic Planning, and 11 others.

• Managing Partner

  Marsh Advisors, Inc.

  2013 - Present - Pittsford, New York 14534

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  Suny Brockport

  History