Marrick Wealth is a Registered Investment Advisor (RIA) based in Irvine, CA, offering comprehensive financial planning and investment management services to affluent families across California. Founded in 2012 by Marty McNamara and Patrick Chu, both highly experienced CPA financial planners, Marrick Wealth stands out for its broad expertise in personal finance, with a focus on minimizing taxes and providing proactive advice through high-touch service.
As fiduciaries, Marrick Wealth operates with an independent business model and fee structure that prioritizes clients' best interests, ensuring minimal conflicts of interest. With a team of CPAs and Certified Financial Planners (CFPs), Marrick Wealth provides thought leadership and holistic planning solutions, backed by cutting-edge technologies, to help clients make informed financial decisions and achieve their long-term goals.
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