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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.

Wealth Management

It can take a lot of work to reach goals, reduce risk, and protect your finances. Marsh McLennan Agency can help you manage it all.

Each person’s financial goals differ and are based on a variety of values. Our wealth managers work with you to determine your financial goals and build a plan that fits your needs. Our approach to wealth management is driven by financial market insights from experienced and registered investment advisors. You can trust that our team offers unbiased financial advice based on your best interests.

Benefits of Wealth Management

Having a clear picture of your finances is important to growing your wealth. Partner with Marsh McLennan Agency to get insights backed by our resources and data to help you navigate your business and personal finances.


  • One-on-one advisory
  • Personalized investment management
  • Comprehensive financial planning
  • Protection planning and placement

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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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