Insight… Integrity… Experience…


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Marin Wealth Advisors

Insight. Integrity. Experience.

Years of experience and exposure to multiple market cycles have taught us what works and what doesn’t when it comes to investing. These insights help our clients in Marin County, the San Francisco Bay Area, and beyond optimize their returns while avoiding unnecessary risk. We also offer another financial advantage: low fees.

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.

Optimistic But Vigilant

As we look at the half way point of 2019, we can say that investors have been rewarded for their patience. Returns for almost every asset class are up and have rebounded substantially from the late 2018 sell off. Earnings from US companies continue to grow and generally beat their estimates. Companies look fairly valued in most cases, but not excessively valued. While we continue to favor

Family and Community – Part of My Retirement Plan

Several years ago, I began to volunteer at a local elementary school. My initial thought was to read “Cat in the Hat” and other similar books to kindergarteners once a month. However, it soon became apparent that there was an urgent need for me to work with kids who have learning disabilities or were in the foster care system. Working with these kids has made me aware of several critical needs in

Stock Compensation Taxation

As the tax filing deadline approaches us again this year, I thought I’d write a quick summary of taxation of Stock Compensation. Each of the three types of stock compensation discussed below are taxed differently so it is important to be informed as to how each is treated by the tax code in order to avoid expensive mistakes. (Please remember that these are general concepts and that for any