MRM Wealth Management, LLC

We Are Here For You Your wealth creation, growth, protection and transfer are our focus. Managing your wealth is more than receiving investment advice — it encompasses a disciplined approach to manage every aspect of your personal financial life. Wealth management is an ongoing complex process for growth and long-term success. By teaming up with a privately-owned wealth management firm such as MRM Wealth Management, you will receive highly customized and sophisticated financial solutions that help you reach your goals successfully. Since 2008, MRM Wealth Management, LLC (MRM) has been a trusted source for wealth management guidance and investment counsel. We place a high value on personal relationships with our customers and view ourselves as expert partners in all things finance related. We offer a wide range of wealth management services designed to preserve and enhance your wealth. We help clients create, build and protect long-term wealth goals based on their needs. MRM is an independent Registered Investment Advisor (RIA) and does not have an affiliation with any Wall Street brokerage or financial institution. We are an unbiased partner with Main Street roots that you can trust to bring the right experience and resources when pursuing your financial goals. Because of our independence, we can choose from a broad array of products and services. There are no proprietary products we are required to represent, so we can offer financial guidance based solely on our clients’ financial agendas. MRM’s fees are based on a percentage of assets under management and is not compensated via incentives or commissions when purchasing or selling investments on behalf of our clients. This model eliminates any conflicts of interest, since our fee is directly tied to the value of the account. Client Promise Our clients have direct access to investment professionals who provide thorough and logical insights and explanations to make informed decisions, in a relaxed setting at our corporate office in Penfield, New York or from any location of their choosing. Our belief is that the best wealth manager is one who is always available. We reach out to clients before they reach out to us – that’s how our advisors at MRM Wealth Management operate. We connect with clients not just as customers, but also as friends, seeking to understand their lives at each point in time to provide the best advice, guidance and information for growing, protecting and transferring their wealth. All our clients are provided a high level of personalized service and we look for opportunities that best serve their financial lives.

Address: 481 Penbrooke Dr Penfield, NY 14526, USA

Phone: +1 585 377 2777
FAX: +1 877 404 8050