Insight… Integrity… Experience…


Experience the Convenience

Now you can get professional investment advice online - Marin County and all area counties.

Marin Wealth Advisors

Insight. Integrity. Experience.

Years of exposure to up-and-down and mixed market cycles have taught us what works and what doesn’t in the art and science of investing. These insights and experience directly help our clients in optimizing their returns while avoiding unnecessary risk. Marin County, San Francisco, San Rafael, Oakland, and Walnut Creek, CA offices financial advisors and planners – we offer another advantage for our clients: fee only charging.

Our Philosophy

Every client, large or small, deserves honest and independent investment advice.
Investment management should be done by a Fiduciary.
Individual clients should pay no more than large institutions for investment management.
Investment decisions should be driven by each client’s investment goals and risk profile.

Credit Suisse Rescued by UBS, Contagion Watch and Fed Decision Up Next (March 17 Market Recap). 

Indices  Dow 31,861, -48 or –0.15%.  Nasdaq 11,630, +492 or +4.42%.  S&P 3,916 +55 or +1.42%.  USD10Y 3.395%, -30.0bp or -8.12%.  WTI Crude $66.38 bbl, -$10.30 or –13.4%.   Credit Suisse Rescued by UBS  Today, Sunday, in a deal that surprised no one, except perhaps by the speed in which it was engineered, it was announced that Swiss bank UBS has agreed to buy and thus

On Banking

While the seizure by Federal regulators of Silicon Valley Bank, Signature Bank, and the voluntary dissolution of Silvergate Bank is not ideal, we believe the actions of the Federal Reserve, Treasury Department and the Federal Deposit Insurance Corporation have largely mitigated the risk of bank contagion.   What Happened?  Over the last several years, liquidity has increased dramatically due to

SVB Fails, Jobs Market Cooling (March 10 Market Recap)?

Indices  Dow 31,909, -1,481 or –4.43%.  Nasdaq 11,138, -551 or –4.71%.  S&P 3,861 -184 or –4.55%.  USD10Y 3.695%, -26.9bp or -6.79%.  WTI Crude $76.68/bbl, -$3.17 or –3.97%.    SVB Fails  Interest rates and inflation threatened to steal all the headlines early this week: Fed Chairman Powell testified to Congress early in the week stating that interest rates were most