M3 Wealth Management
SEC RegisteredAn Optimized Approach to Investing.
About the firm
M3 Wealth Management was founded to provide sound investment principals, prudent risk management and asset diversification. Managing Partners Mark Pinzone and Michael Donnellan have a combined 60+ years of experience helping individuals, small businesses and their employees invest, build wealth, and retire comfortably. Their team approach helps create financial solutions tailored specifically to each client's unique goals and needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, rollovers, college savings plans, stocks, bonds, mutual funds, ETFs, options, annuities, life insurance, managed accounts, CDs and money markets, and corporate accounts; along with portfolio guidance, unbiased investment advice, independent research, and individually modeled portfolios.
Who they serve
Individuals, families, small businesses and their employees
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 426 | $70M |
| High Net Worth Individuals | 60 | $90M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 24, 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. M3 Wealth Management 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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