Marline & Associates Wealth Management

Marline & Associates Wealth Management We invest in your best interest.

By working with a select group of individuals and businesses, we are better able to thoroughly attend to each of our clients' specific needs. With our carefully orchestrated Financial Advisory Process, we seek to assure our clients that all financial decisions we make on their behalf will be consistent with their goals.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/10/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

What steps might help you sustain and grow your retirement savings? This piece explores them.
06/08/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Do you know how missing the best and worst market days might affect your portfolio?
06/05/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Fresh off a few great days at LPL's HQ in Fort Mill, SC, Jason had the awesome opportunity to represent us at Visionary ...
06/04/2026

Fresh off a few great days at LPL's HQ in Fort Mill, SC, Jason had the awesome opportunity to represent us at Visionary Square Admin & Ops Workshop. He's back in Duluth with a full notebook and some great ideas to put to work.

Huge thanks to Visionary Square for running an amazing event, and to LPL for hosting on their beautiful campus!

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
06/03/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

06/01/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

05/29/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

Take the time to think about these three things when shopping for your next vehicle.
05/27/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

10 tips that can head-off marriage money problems.
05/25/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Three tips for giving smart from the heart.
05/22/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Address

11 E Superior Street
Duluth, MN
55802

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12187234108

Website

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