MCM Wealth Email Format
Financial ServicesCalifornia, United States2-10 Employees
Marin Capital Management, LLC operates as a wealth management firm in the financial services sector, serving high-net-worth individuals, families, and businesses with tailored investment solutions. The firm offers a portfolio second opinion program, "Choosing a New Advisor, the Risk-Free Way," that assesses a client’s existing advisory relationship before inviting them to proceed, including a Discovery meeting if value is identified. Its team draws on decades of experience across investment management, retirement planning, estate planning, risk management, and tax planning. The firm emphasizes a collaborative, goals-driven approach and uses technology to provide real-time information and track progress, aiming to build long-term client relationships. It is based in Novato, California, and operates as a small firm.