M&M Wealth Management, LLC
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About
M&M Wealth Management, LLC provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm advises on a range of investments including mutual funds, equities, fixed income, real estate funds (including REITs), ETFs, treasury‑inflation protected bonds, and alternative investments such as oil and gas and private placements, and also offers insurance products including annuities.
The firm prepares an Investment Policy Statement for each client and generally seeks discretionary authority to implement investment decisions, using a mix of charting, fundamental, technical, quantitative analysis and modern portfolio theory. M&M’s two portfolio managers maintain mutually exclusive client books and employ different trading styles—one emphasizing longer‑term, block trading and the other using shorter‑term strategies—while employing both long‑ and short‑term trading approaches as appropriate.
Distinctively, both portfolio managers are licensed insurance agents and may offer commissionable insurance products to clients, a relationship the brochure discloses as a potential conflict of interest. The firm also manages a concentrated base of higher‑balance accounts (it states a $500,000 account minimum that may be waived), does not accept performance‑based fees, and does not participate in wrap fee programs.
Client services
Expertise
Fee options
$100 to $15,000 for pension consulting and financial planning services
$400 per hour for pension consulting and financial planning services
Account minimum: $500,000
Main office
13410 Parker Commons Blvd, Suite 101
Fort Myers FL 33912
Advisors at this office
2
Most active in
Arizona · Florida · Ohio · Texas · Wisconsin
Also doing business as
M&M Wealth Management, LLC · Marvin, Eric
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
Advisors at this firm
Guiseppi M
CFP®, Series 66
Fort Myers, FL
M&M Wealth Management, LLC
Guiseppi Morabito is a CFP® professional with 20 years of industry experience, currently serving at M&M Wealth Management, LLC in Fort Myers, FL. His prior roles include positions at J P Turner & Company Capital Management, FSC Securities Corporation, and MSI Financial Services. He is also owner of M&M Insurance Services, LLC, where he analyzes insurance illustrations and provides quotes for new policies. M&M Wealth Management, LLC offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and maintains a structure where portfolio managers manage separate client books using different trading styles, while also being licensed insurance agents offering commissionable insurance products.
Eric M
CFP®, Series 66
Fort Myers, FL
M&M Wealth Management, LLC
Eric Marvin is a CFP® with 20 years of industry experience and has been a principal at M&M Wealth Management, LLC since 2014. He holds a Series 66 license and is also a licensed insurance agent offering life, health, and annuity products. In addition to his financial advisory work, Marvin is a shareholder in a company that provides hearing testing and assistance with hearing devices. M&M Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs distinct trading styles managed by two portfolio managers and offers both discretionary and non-discretionary services, including insurance products, with an emphasis on individualized investment policy statements and alternative investments.
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