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Marin Wealth Advisors

Marin Wealth Advisors, LLC.

Registered investment Advisor

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  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
    • ESG Portfolio Management
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning Advisors
    • Personal Financial Coach
  • Retirement Planning
    • Retirement Financial Advisor
    • Early Retirement
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • Online Wealth Advisor
  • About
  • Blog
  • Locations
  • Contact
  • Client Portal

Estate Planning Advisors in the Bay Area

Prepare for Your Meeting
With an Estate Planning Professional

Your Estate Planning Information Presented Accurately and Efficiently

Here Are Some Steps We Can Help With:

Consider Your Estate
Planning Goals

Do you want to provide for your children or grandchildren, reduce estate taxes, make bequests to charities, or set up a trust for a special needs relative?

Donor Advised for your Charitable Giving

Consider a Donor Advised Fund for your charitable giving. Let us help you find the best resources for you. We’ll help you review the best community foundations and other platforms for your sustained giving wishes.

Digital Estate Planning Tools
Save Time and Money

We can help you digitize your important documents, accessible only to your trusted advisors in a clear and concise format.

Gather Your Estate Planning Financial Information

about your assets, investments, real property, businesses, valuable personal property and anything else you would like to distribute upon your death. Creating a professional financial plan is the best way to gather information and prepare for your meeting with an estate planning professional.

Create Your Healthcare
Power of Attorney

In addition to your estate, you need to make choices about who will represent your interests with doctors if you become incapacitated. You do this with a healthcare power of attorney. You also need a living will, which tells medical staff what to do in the event you’re placed on life support.

A Financial Power
of Attorney

is similar to a health care power of attorney, only it appoints someone to handle your financial affairs. This person should not only be trustworthy, but also understand something about finance or investing. This document may also be called a “property” power of attorney.

Working With Marin Wealth Advisors

Fee-only Investment Management
Financial Planning at an hourly rate
No commission, no conflict of interest

Request a complimentary one-hour financial review


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    Marin Wealth Advisors LLC

    899 Northgate Drive, Suite 300
    San Rafael, CA 94903
    415-458-5880

    50 California St. Suite 1500
    San Francisco, CA 94111
    415-472-5885

    1901 Harrison Street, Suite 1100
    Oakland, CA 94612
    510-217-8100

    2121 California Blvd, Suite 290
    Walnut Creek CA 94596
    925-374-4899

    info@marinwealthadvisors.com

    All Content Copyright © 2023 Marin Wealth Advisors, Registered Investment Advisor, Marin County, CA

    Disclaimer:
    The MWA website and blogs are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
    All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

    No information contained on this website or blog constitutes tax, legal, insurance or investment advice.

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