About JP Marvel Wealth Management
JP Marvel Wealth Management is a Financial Services company based in Boston (United States) founded in 2007. It provides wealth planning, life transitions, and investment management services. It operates on a B2C model in Financial Services and Business Services sectors. JP Marvel Wealth Management offers products and services including Wealth Planning, Transitions and Life Planning, and Investment Management. Its focus areas include Finance, Wealth Management, Investment Services and Portfolio Management. Its legal entity is JP Marvel Wealth Management, Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
J.P. Marvel Wealth Management delivers comprehensive financial services to protect and grow clients wealth through strategic planning, life event management, and active investment oversight. They emphasize honest values and long-term vision, assisting with tax strategies, elder care, and philanthropy. Based in Boston, they serve individuals and families seeking secure financial futures and peace of mind.
- Headquarters Boston, United States
- SectorsFinancial ServicesBusiness Services
- Phone•••• ••••
- Website jpmarvel.com
- Social LinkedIn
- Legal Name Jp Marvel Wealth Management, Inc.
Products & Services of JP Marvel Wealth Management
JP Marvel Wealth Management offers a comprehensive portfolio of products and services, including Wealth Planning, Transitions and Life Planning, and Investment Management.
Designs strategies for long-term financial vision and tax management.
Manages changes like retirement and wealth transfer for clients.
Actively optimizes investments for growth and protection.
Competitors of JP Marvel Wealth Management
JP Marvel Wealth Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of JP Marvel Wealth Management
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Top companies in Asset Management
3 companies that operate in the same segment as JP Marvel Wealth Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about JP Marvel Wealth Management
JP Marvel Wealth Management was founded in 2007.
JP Marvel Wealth Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
J.P. Marvel Wealth Management delivers comprehensive financial services to protect and grow clients wealth through strategic planning, life event management, and active investment oversight. They emphasize honest values and long-term vision, assisting with tax strategies, elder care, and philanthropy. Based in Boston, they serve individuals and families seeking secure financial futures and peace of mind.
JP Marvel Wealth Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
JP Marvel Wealth Management offers Wealth Planning, Transitions and Life Planning, and Investment Management.
JP Marvel Wealth Management operates through Jp Marvel Wealth Management, Inc..