Small Business Resource Show

Paul is a Wealth Manager at Marrella Financial Group, LLC, and offers securities through Raymond James Financial Services Inc., Member FINRA/SIPC He provides wealth management solutions to successful families, allowing affluent clients address their five biggest concerns: Preserving Their Wealth Mitigating Taxes Providing for Their Heirs Ensuring Their Assets Are Not Unjustly Taken Charitable Giving Along with his father, he founded Marrella Financial Group, LLC in 2001. Paul and his family now serve over 300 families, managing assets over $300 million. He developed a consultative process to gain a detailed understanding of client’s deepest values and goals, and then employs customized recommendations designed to address each client’s unique needs well beyond investments. Successful families work with Paul to: - Develop and implement a comprehensive wealth management plan to achieve their financial goals. - Make smart decisions in today’s uncertain political, economic and social environment. - Obtain an i