Alpha Wealth Management and Planning
I am pleased to announce that I have joined the national independent brokerage firm of LPL Financial, my business will operate under the name of Alpha Wealth Management and Planning, LLC. My clients’ needs are always my first priority, and access to a wider range of investment options and the latest investment tools and technology is my main driver for making this change.
LPL Financial has established a network of more than 16,000 independent financial professionals located in over 7,000 offices in all 50 states and is the #1 independent broker/dealer in the country. LPL shares my dedication to help preserve and grow your assets through a careful program of investment planning and selection and to the integrity of my investment advice. The one and only focus of LPL Financial is providing advisors with the tools, training, and support they need to offer professional advice to their clients. LPL does not offer any proprietary products with any investment or insurance companies, no product quotas or sales goals or any influence. Clients’ needs come first. Amid an ever-changing investment landscape, investors need an expert and experienced partner who can guide them objectively through the intricacies of investing and financial planning. I am proud of my new affiliation and am confident that you will be pleased with the range of services you will receive as a result.
Small business are at the core of the Marin economy and more closely represent the values of our community. I understand what a unique and small place Marin is. We run a business based on old style values of human contact, modest overhead and community relationships. We stay in touch, a human answers our phone and we return calls. We grew up and live here. When we say we care, we do. Our clients are friends, family and neighbors. The service we provide matters. We have patience and compassion for our elderly neighbors looking to protect their wealth and receive modest returns. Our Committment: To provide comprehensive financial guidance that helps you pursue your lifestyle goals.
Mitchell Marriott has over 16 years of financial advisory, investment management and insurance services experience serving Marin County residents. He has lived in Marin for 46 years, is happily married and stays active keeping up with his twin sons. He earned his bachelor’s degree at UCSC in Economics. He has been with the Marin Economic Forum since its inception and has more than 1600 hours of volunteering in the community. Please call Mitchell at 415-246-1751 to learn more.
