Overview

Solares Hill Advisors is the Wealth Management offering for Marsden Law PC. Marsden Law PC is a trust and estate planning law firm that also focuses on probate and elder law. I spent 17 years as an investment advisor with Fidelity Investments, the last three in their high net worth program for clients with a minimum account size of 1 million.

I went to Suffolk University Law School at night while working at Fidelity, and I left Fidelity to set up my own firm that combines the naturally interconnected areas of legal and financial planning as part of one relationship, to address any related issues for clients so their planning can be better coordinated.

If you are looking to partner with a firm for succession planning that can address your client's issues as they age from both a legal and financial perspective as part of one comprehensive conversation, how those issues relate to probate avoidance planning, retirement income planning, and how to address long term care issues for themselves and their aging parents, and how to pass their legacy on to future generations, we should talk.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...