The Marra & Ravensbergen Group serves a loyal and growing clientele whose lives can benefit from a holistic financial approach that provides direction and discipline. Clients include successful individuals in the wealth accumulating stage of life – corporate executives, physicians, CPAs, attorneys and business owners – as well as retirees and multiple generations of families facing complex considerations.

“We believe that estate planning strategies count for as much, or more, as having diversified portfolios. That’s why we help clients articulate their most urgent desires for family members,” Matt Marra points out.

Characterizing the team as “wealth managers whose focus is serving each client’s full financial life,” Michael Ravensbergen reminds clients that savings and investments get them only so far. On behalf of clients in New York, New Jersey, Florida and on both coasts, the team puts strategies into motion, to help clients move efficiently toward defined objectives. Efforts are also coordinated with clients’ CPAs and attorneys.  

“When I look at our strongest client relationships, I see our ability to help clients prepare for what’s next,” Matt Marra continues. “Often that means helping smooth what can be a pivotal life transition – retiring, selling a business, experiencing divorce, or transferring wealth. We welcome the opportunity to help clients meet these challenges.”

Using the firm’s client-friendly tools and technology, the group shows clients how a goals-based process puts their situation and aspirations at the center of a customized wealth management strategy. Seeking risk-managed performance that aligns with each client’s personal preferences, the team uses Merrill model portfolios to leverage the firm’s research and thought leadership.

“It’s a privilege to have a career where I’m encouraged to help people. Matt and I treat clients as we would our own families – visiting them at home, engaging both spouses and building personal connections with multiple generations. Clients have worked hard, sacrificed and saved. They deserve our best efforts,” Michael adds.
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