marrick wealth Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Marrick Wealth is a boutique, independent advisory firm in the financial services industry that operates on a fee-only basis. Based in Irvine, California, the firm takes an open-architecture approach to wealth and investment management, offering services that span investment management, income and estate tax planning, retirement planning, and compensation and employee benefits planning. Its target clients include business owners, executives, and professionals seeking to align personal and financial goals through a comprehensive, integrated plan. The organization positions itself as a specialized advisor within the broader financial services landscape, focusing on a holistic, client-centered strategy rather than transactional guidance. Marrick Wealth serves a small-scale client base and emphasizes a personalized, comprehensive advisory model in its regional market.

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