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Marne Wealth Management

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Wilkes-Barre/Scranton
CRD Number
Website marnewealth.com
Client types

Overview

Based in Northeast Pennsylvania (Wilkes-Barre area), Marne Wealth Management provides holistic, goals-based advice for families, retirees, business owners and foundations. The veteran-led team emphasizes a discovery-driven process, personalized financial planning, disciplined portfolio construction, and ongoing coaching. Services span retirement and tax planning, estate coordination, annuities and insurance, and brokerage services. Marne is partnered with &Partners, giving clients access to advisory and brokerage capabilities supported by Fidelity’s National Financial Services (custody/clearing) and modern client portals. The firm focuses on clarity, integrity and long-term relationships to help clients pursue confident financial futures.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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