J.P. Marvel Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J.P. Marvel Investment Advisors provides discretionary investment management primarily to high‑net‑worth individuals and a range of private and institutional clients including trusts, estates, charitable organizations, family foundations, corporations and business entities. The brochure reports approximately $820.7 million in discretionary assets under management across about 69 client relationships and notes a typical account minimum of $2,000,000 that may be waived at the firm’s discretion.
The firm follows a growth‑oriented, bottom‑up investment process that emphasizes the link between stock prices and earnings growth and typically concentrates portfolios in equity securities (the firm also offers fixed income and balanced account categories). Research methods described include valuation analysis, stock charting, company visits, meetings with sell‑side analysts and attendance at industry conferences, and clients are offered a Strategic Investment Plan to document objectives, risk tolerance and any account restrictions.
Notable disclosures in the brochure that are less common among peers include the firm’s use of negotiated performance‑based fee arrangements for certain qualified clients and its regular client reporting — clients receive quarterly and annual reports that include performance data. The brochure also states the firm does not participate in soft‑dollar arrangements, accepts only proprietary research from brokers, and manages a relatively small number of large accounts, which together suggest a more customized, performance‑oriented service model.
Client services
Expertise
Fee options
0.30% - 2% (dependent upon asset mix and strategy; fees negotiable and may vary by client)
Performance fees charged for certain Qualified Clients, negotiated case-by-case, based on a percentage of net profits of the account
Account minimum: $2,000,000
Main office
See office265 Franklin Street, Suite 902
Boston MA 02110
Advisors at this office
2
Offices (2)
Most active in
Florida · Massachusetts · Texas
Also doing business as
J.P. Marvel Investment Advisors, Inc. · J.P. Marvel Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert S
Series 63
Boston, MA
J.P. Marvel Wealth Management, Inc.
Robert Stephenson is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, with 3 years of industry experience. He holds the Series 63 designation and has been with J.P. Marvel Wealth Management since 2007. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focusing on high-quality companies and long-term equity appreciation.
Joseph P
Series 65
Boston, MA
J.P. Marvel Wealth Management, Inc.
Joseph Patton is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been with J.P. Marvel Wealth Management since 2013. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focused on high-quality companies and long-term equity appreciation, actively managing portfolios across equity, fixed income, and balanced allocations.
Joseph P
Series 63
Boston, MA
J.P. Marvel Wealth Management, Inc.
Joseph Patton is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, holding a Series 63 designation with 15 years of industry experience. He has been with J.P. Marvel Investment Advisors, Inc. since 2007. Outside of his advisory role, he is a member of Yosemite Valley, LLC, which is involved in the rental of residential real estate. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focused on high-quality companies and long-term equity appreciation, actively managing portfolios across equity, fixed income, and balanced allocations.
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