Marrick Wealth

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Business Consultant·Today: 8:30 AM to 4:30 PM·Irvine, CA

2211 Michelson Dr #545

Irvine, CA 92612

(949) 258-9700

Website iconwww.marrickwealth.com


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About this business

Marrick Wealth is a Registered Investment Advisor (RIA) in Irvine, CA that provides financial planning and investment management services in California. Our company was founded in 2012 by Marty McNamara and Patrick Chu, two certified and licensed,CPA and CFP, financial planners certified and licensed.

Products and Services

We are a boutique wealth and investment advisory firm that helps entrepreneurs, executives, and professionals structure and align their personal and financial goals, with an emphasis on minimizing taxes and increasing investment success.

Areas Served

financial planner, financial consultant, cfa , cpa, certified financial planner, financial planning, investment advisor, financial advisor, advisor, cpa


Payments Accepted

Cash

Mon 8:30 AM to 4:30 PM
Tue 8:30 AM to 4:30 PM
Wed 8:30 AM to 4:30 PM
Thu 8:30 AM to 4:30 PM
Fri 8:30 AM to 4:30 PM
Sat Closed
Sun Closed

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