Murphy Private Wealth
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 300B Drakes Landing Rd Suite 155, Greenbrae, CA 94904
- Phone
- (415) 516-0235
- Website
- us.rbcwealthmanagement.com
- County
- Marin County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you're planning for retirement or looking to grow and protect your investments, Murphy Private Wealth offers financial planning and investment services tailored to you. We are a financial planning and investment team based in Greenbrae, serving families and individuals across Marin County.
Our work starts with understanding your goals, your timeline and your comfort with risk, so the plan we build reflects your life rather than a generic template. We help clients with long-term investment strategy, portfolio management and the planning decisions that support them over time.
Our approach is to explain each recommendation clearly, so you always know the reasoning behind your plan. We take the time to keep your plan current as your circumstances change.
To learn how we can help, visit our website or give us a call to schedule a conversation.
Our work starts with understanding your goals, your timeline and your comfort with risk, so the plan we build reflects your life rather than a generic template. We help clients with long-term investment strategy, portfolio management and the planning decisions that support them over time.
Our approach is to explain each recommendation clearly, so you always know the reasoning behind your plan. We take the time to keep your plan current as your circumstances change.
To learn how we can help, visit our website or give us a call to schedule a conversation.