Richard Petrick & Associates

WrapManager, located in Mill Valley, CA, specializes in personalized wealth management services that align financial strategies with clients' unique goals, passions, and dreams. Founded in 2000, the firm emphasizes a tailored approach, transforming financial complexities into clear, meaningful roadmaps for peace, happiness, and fulfillment. The company's comprehensive offerings include financial planning, investment strategies, insurance solutions, tax optimization, and estate guidance, all designed to empower clients in navigating their financial journeys. By prioritizing personal connection and ongoing support, WrapManager helps individuals achieve financial clarity and confidence throughout life's changes. Generated from the website

Marchi and Smith Associates is a health insurance company located in the picturesque Mill Valley California. Known for its personalized service and commitment to client well-being the firm offers a variety of health insurance solutions tailored to meet individual and family needs. With a focus on transparency and support they strive to make the insurance process as seamless as possible for their clients. Generated from this place's information

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. Agent license number: 0H41853.