WYOMISSING, Pa.--(BUSINESS WIRE)--Marrella Financial Group has officially rebranded as Marrella Private Wealth (“Marrella”), an independent SEC-Registered Investment Advisor.
Marrella is committed to helping successful families, executives, and entrepreneurs preserve wealth and create legacies through the delivery of objective advice, comprehensive solutions, and highly personal service.
The firm is led by industry veteran brothers Samuel A. Marrella, Sr., CFP®, and Paul L. Marrella, J.D., CFP®, CLTC, RICP®, along with wealth advisors Daneen Weaver, Sam Marrella, Jr., and a team of experienced client service professionals. The team has decades of experience advising and coaching clients through the complexities of financial planning and wealth management.
“The Marrella brand has always stood for integrity, trust, and excellence in everything we do for clients,” said Sam Marrella, Sr., Managing Director at Marrella Private Wealth. “We are excited to now take our brand to the next level by fully embracing the benefits of independence, delivering a full spectrum of services and solutions, and fulfilling our role as fiduciaries to protect the best interests of clients for today and tomorrow.”
“As an independent firm, we can go beyond traditional planning to be true advocates and coaches,” said Paul Marrella, Managing Director at Marrella Private Wealth. “The Marrella team is built to help clients think differently about their wealth, helping shape financial futures in ways that resonate with their aspirations.”
Marrella offers comprehensive planning, wealth, and investment services backed by advanced technology and resources. As part of the firm’s expansive services, Marrella will deliver a Virtual Family Office (“VFO”) to all clients -- a fully integrated offering that includes bespoke wealth management, tailored investment solutions, and a highly personal and proactive team to manage complex financial and lifestyle needs.
“Unlike typical family office structures available to only ultra-high-net-worth families, the Marrella VFO is available to all clients -- reinforcing our commitment to delivering an exceptional experience,” added Paul Marrella. “That allows us to operate as a client’s personal CFO -- helping to navigate their financial journey from a 360-degree perspective and integrating investment, tax, and lifestyle considerations.”
The firm will continue to be based in Wyomissing, Pennsylvania.
About Marrella Private Wealth
Marrella Private Wealth is an independent advisory firm committed to helping successful families, executives, and entrepreneurs preserve wealth and create family legacies through the delivery of objective advice, comprehensive solutions, and highly personal service.
For more information, please visit website: www.marrella.com
