Marshall Rowe
About Marshall Rowe
Marshall Rowe serves as the President and Business Owner Services Managing Director for Northern New England at The Colony Group, where he has worked since 2019. With over 40 years of experience in wealth management, he specializes in creating tailored financial strategies for business owners and focuses on enhancing asset value for heirs and supporting charitable giving.
Work at Colony
Marshall Rowe serves as the President and Business Owner Services Managing Director for Northern New England at The Colony Group. He has held this position since 2019, contributing to the firm's mission of providing comprehensive wealth management services. Based in Concord, NH, Rowe focuses on enhancing the value of assets that clients pass on to their heirs while also supporting charitable giving initiatives. His role involves designing personalized wealth management strategies specifically tailored for business owners in the region.
Education and Expertise
Marshall Rowe has a strong educational background in resource management. He earned a Master of Science (MS) degree from the University of New Hampshire, where he studied from 1978 to 1980. Prior to that, he attended Hartwick College from 1972 to 1976. With over four decades of experience in wealth management and financial planning, Rowe has developed a deep understanding of retirement asset utilization and tax consequence reduction, making him a knowledgeable resource for his clients.
Background
With a career spanning more than 40 years, Marshall Rowe has established himself in the field of wealth management and financial planning. His extensive experience allows him to effectively assist clients in navigating complex financial landscapes. Rowe's focus is on helping clients define and fund their retirement lifestyle, ensuring that their financial strategies align with their long-term goals.
Achievements
Throughout his career, Marshall Rowe has specialized in creating personalized wealth management strategies for business owners in Northern New England. His work emphasizes the efficient use of retirement assets and minimizing tax implications for clients. Rowe's commitment to enhancing the financial well-being of his clients is evident in his approach to wealth management, which includes a focus on legacy planning and charitable giving.