As the situation in Ukraine evolves, businesses should be mindful of potential risks to their people, assets, operations, or supply chains in the region and globally. Marsh, as part of the Marsh McLennan family of companies, has created a page with information, tools, and resources related to the Russia-Ukraine conflict. Please visit the page for the latest information.

Asset Management

Our wealth advisors meet with you one on one to ensure your aspirations become your reality.

People have different financial goals based on different values. For this reason, our team of experienced asset managers works individually with you to learn all they can. We consider every aspect of your financial goals and—together—construct a plan that helps you fulfill your dreams. You can trust that Marsh McLennan Agency’s team is offering unbiased financial advice based on your best interest. Our approach is informed by financial market insight from experienced and registered investment advisors.

Benefits of Asset Management

Whether you’re a company or an individual with the need for money management, financial planning, or investment insight, we’re here to provide you with time-tested advice through a variety of services.

  • One-to-one advisory
  • Comprehensive financial planning
  • Personalized investment management
  • Protection planning and placement
  • Financial market insights
  • Portfolio management


Featured Events

Click here to view our Customer Relationship Summary.

Click here to view our Form ADV Part 2A Brochure for Asset Management Services.

We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.

Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Marsh & McLennan Agency LLC is not obligated to provide updates on the information presented herein.

Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations.

d/b/a in California as Marsh & McLennan Insurance Agency LLC; CA Insurance Lic: 0H18131.

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