Guidance Rooted in Relationships

Studies show that 70% of families lose their wealth by the second generation — even with succession and estate planning in place. We help families create stronger long-term outcomes across generations.

Meet Our Team

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Commitment to Restore, Strengthen, and Honor

At Marshall Wealth, we help families build and sustain meaningful wealth through sophisticated financial strategy, trusted guidance, and aligned decision making. Guided by our commitment to restore, strengthen, and honor what matters most, we help preserve both wealth and the relationships that sustain it across generations.

A Multi-Family Office Built for Complexity

Our clients often have intricate financial lives, including private business ownership, substantial real estate holdings, alternative investments, complex tax structures, and multi-tiered family dynamics. We provide family-office-level planning, proactive coordination with attorneys and CPAs, and an integrated approach that brings simplicity to complexity.

Business Owners

We help entrepreneurs navigate the intersection of personal and professional wealth, providing strategies for business continuity and integrated financial management.

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Multi-Generational Families

We facilitate meaningful conversations across generations to help preserve family legacy and prepare the next generation for the responsibilities of wealth.

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Preserve and Grow Wealth for Generations

Most families face challenges sustaining wealth beyond the second generation. We address this directly through a structured framework built to strengthen communication, governance, and financial capability across generations.

Here’s how we help protect your legacy long-term:

1.
We Facilitate Healthy, Intentional Family Communication:

We guide structured conversations around values, vision, wealth, and expectations so family members understand the purpose of the wealth and their role in stewarding it.

2.
We Establish a Clear Governance Framework:

We help your family define decision-making guidelines, roles, and responsibilities—reducing confusion, minimizing conflict, and creating long-term clarity.

3.
We Prepare and Educate the Next Generation:

We provide ongoing financial education, mentorship, and involvement in the planning process so future generations have the skills and confidence to responsibly manage wealth.

These pillars ensure your wealth is not only preserved, but used intentionally to support your family, purpose, and legacy for decades to come.

One Coordinated Approach to Family Wealth

Business Owner Financial Planning

Business planning is a critical process for every entrepreneur, and we are here to guide our clients every step of the way. We empower business owners to grow, protect, and transition their legacy with purpose and precision.

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Investment Planning

Markets can be unpredictable, which is why having a disciplined, long-term plan is key to staying confident when conditions change. When your investments are tied to your cash-flow needs and your timeline—not short-term market swings—it becomes much easier to see temporary ups and downs in context rather than react to them emotionally.

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Estate Planning Strategies

Transitioning wealth to the next generation is more than a financial process — it is a deeply personal one. Successful estate planning requires clarity, communication, and a shared understanding of what the wealth is meant to achieve.

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Education Funding

Education often represents more than academic achievement—it reflects a family’s values, aspirations, and commitment to future generations. We help families approach these decisions with clarity and long-term purpose.

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Philanthropy & Impact Planning

Philanthropy is a powerful way for families to express their values and create meaningful, lasting impact. At Marshall Wealth, we help our clients clarify their charitable vision and structure their giving, so it is intentional, tax-efficient, and aligned with their long-term wealth and family goals. To support this, we offer a range of strategic charitable planning options tailored to your family’s needs.

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Retirement Planning

Retirement is not simply the end of a career — it marks a new season of life with its own opportunities, priorities, and responsibilities. For many successful families, retirement planning is less about “stopping work” and more about creating clarity, flexibility, and stability for the years ahead.

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Insurance Analysis

Insurance plays an important role in protecting family wealth, managing risk, and providing stability across generations. The right coverage can create liquidity at key moments, support estate and business planning, and help ensure long-term financial security.

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“John integrates a high level of empathy into his business relationships. You never feel like just a client when interacting with John. Rather, he feels like a family friend you can rely on for incredibly sound financial advice.”

Joe
Multi-Generational Client

Testimonial provided by Joe, a current client of John Marshall, on 10/13/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6023583-101323

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"I felt comfortable in the way John helped me understand the world of finances of which I was thrown into due to a messy divorce. I knew nothing about finances or how to navigate my way into a new world of controlling and investing money, which I could have lost very quickly without his help."

Carmen
Financial Independence, Investment, Estate Planning Client

Testimonial provided by Carmen, a current client of John Marshall, on 10/12/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6061815-103023

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"John Marshall is exceptional, and his financial management brilliance is undeniable. His deep knowledge, strategic insights, and unwavering commitment to our financial and personal well-being have consistently impressed us. Not only has he expertly managed our portfolio to our personal level of risk, but he has also provided invaluable guidance and has helped us build a very strong estate strategy to help us preserve and use our wealth for generations to come."

Joe & Julie
Business Exit, Estate, Invest, and Multi-generational Planning Clients

Testimonial provided by Joe & Julie, a current client of John Marshall, on 10/12/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6027474-101623

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“John Marshall listens, he cares, and he understands how life works. He knows everyone has a different story, and he understands that. Retirement was a scary unknown for me, and John guided me through it.”

Mark
Business Exit, Estate, and Investment Planning Client

Testimonial provided by Mark, a current client of John Marshall, on 10/13/2023. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client’s unique experience, may not be representative of other clients’ experiences, and is no guarantee of future performance or success. CRN-6023583-101323

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