M&M Wealth Management, LLC is proud to be a part of the Health and Wealth Co. concept by embracing physical health and financial health. Our owners Eric M. Marvin, CFP®, CRPC® and Gusieppi Morabito, CFP® , CRPS® are dedicated to living healthy lifestyles and serving as trusted financial partners in the community. The Naples location is the third office of M&M Wealth Management, LLC along with Fort Myers, and Notheast Ohio. Combined we bring over 30 years of combined financial experience serving our trusted client base.
We take a holistic approach to Financial Planning. We believe every person is unique. Every person has different dreams, goals, challenges and risk tolerances. We look at the entire picture and customize a plan that is best suited for you. Unlike a lot of firms, we are not limited to a specific company, product or service.
We have every tool at our disposal and we know how to use them all to provide advice thats always in your best interest. Some of these tools include stocks, bonds, ETF’s, model portfolios, managed portfolios, alternative investments and hundreds of insurance & annuity products across dozens of companies.
We limit the amount of clients we take so we can focus on providing quality comprehensive service & advice. We also merge traditional advisory practices with modern technology such as video conferencing and remote management so we can pass the time and cost savings to you.
*** M&M WEALTH MANAGEMENT, LLC IS A REGISTERED INVESTMENT ADVISER IN FLORIDA. WE ARE AUTHORIZED TO DO BUSINESS IN FLORIDA, OHIO AND OTHER STATES WHERE WE ARE REGISTERED, EXEMPTED OR EXCLUDED FROM REGISTRATION. INFORMATION PRESENTED HERE IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT, SERVICE OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HERIN.