Financial Services
Marshall Wise
Tax Planner & Money Coach
About
Forward-looking tax planning and money coaching — structuring the year before it happens rather than reporting on it afterwards.
Industry
Tax Planning in South Florida — the seat Marshall Wise holds. Read what the category covers and what to ask before you hire anyone for it.
How a referral works here
LEO runs on warm referrals, not cold leads — when a member sends someone to Marshall Wise, that person has usually already been briefed on who Marshall Wise is and why. LEO also gives one exclusive category per member, so every referral for this trade inside the group goes to the same person rather than being split or shopped around.
You do not have to come through another member to reach Marshall Wise. The phone number and email on this page are direct — no form, no gatekeeping.
Meeting
This member meets with the rest of the group Every other Tuesday, 12:00 noon, at Duffy's Sports Grill, Boca Raton, FL.