J.p. Marvel Wealth Management, Inc.
SEC RegisteredProtecting what's yours and pursuing what's next.
About the firm
J.P. Marvel is a wealth management firm whose team leverages 135 years of financial service expertise to foster partnerships based on loyalty, commitment, and a strong focus on client objectives. As a fiduciary, the firm assists clients in areas of investments, retirement planning, estate planning, trusts, and tax questions, always acting in their best interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers wealth planning (financial planning, tax strategy, debt management, elder care, estate planning, philanthropy), transitions and life planning (changing careers, founding/selling a company, divorce, retirement, assisted living, wealth transfer, health care and life insurance), and investment management (asset allocation, portfolio management, risk management, charitable funds, stock diversification).
Who they serve
Investors and their families seeking wealth management, including those navigating major life transitions such as business sales, retirement, divorce, and wealth transfer.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 22 | $6.4M |
| High Net Worth Individuals | 47 | $814M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. J.p. Marvel Wealth Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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