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  • Marshall Wealth Advisors
    2011 N 1550 E Lehi, UT 84043-2727 T: 801.556.4489 O: 385.247.4455
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Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees, which makes it important to employers as well.
Business Ownership
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
Read
Read
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Family & Lifestyle
Navigating pressure as a young millionaire
When success opens doors, it’s savvy decisions that can keep them open.
Business Ownership
2026 economic outlook
1/12/2026
Raymond James Chief Economist Eugenio J. Alemán evaluates economic conditions heading into 2026.
Economy & Policy
Read
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
Read
2026 investing outlook
1/6/2026
Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.
Markets & Investing
Read
S&P 500 tallies double-digit gains in 2025
1/5/2026
The S&P 500 tallied double-digit gains for the third consecutive year and hit 38 new record highs in 2025.
Markets & Investing
January 2026 Investment Strategy Quarterly
1/5/2026
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Keep on giving
Prioritizing philanthropy in retirement starts with strategy.
Estate & Giving
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation

The future at your fingertips

MWA logoMWA logo
  • Marshall Wealth Advisors
  • 2011 N 1550 E Lehi, UT 84043-2727
  • T: 801.556.4489
  • O: 385.247.4455
  • Map & Directions
  • Map & Directions

Investment advisory services are offered through Ascentis Independent Advisors (Ascentis), an investment adviser registered with the U.S. Securities and Exchange Commission. Marshall Wealth Advisors is a DBA of Ascentis. Marshal Wealth Advisors may provide services only in states in which it is registered and/or exempt.

Ascentis Disclosures