MARQUETTE AT A GLANCE
26
States where we serve clients
$712M+
Assets under administration
25:1
Client to employee ratio
1
Unified team serving you
CLIENTS WE SERVE
We work with a wide variety of clients in terms of age, location and stage in life, including;
- Individuals
- Families
- Entrepreneurs
- Multi-Generational Families
- Clients in Transition
- Young Professionals
OUR PROCESS
We serve as your partner from day one. The primary foundation of the Marquette Wealth Management process is listening. While everyone’s destination is different, we have the expertise and tools to chart an individualized path to achieve your financial goals. Our specialty is in providing transparent and unbiased advice for the large and small financial decisions faced by individuals and families.
We work with you to establish a customized portfolio and review it with you regularly to make sure your investments and financial plan stay on track.
WEALTH MANAGEMENT
Marquette Wealth Management does what it does because of people. We take the time to get to know you, your family and your life’s story because your scenario and situation is unique and we have the utmost respect for that. We engage with you and secure an understanding of what brings fulfillment to your life, whether that be providing for your family, supporting philanthropic causes or finding the balance between vocation and vacation.
“Wealth is the ability to fully experience life.”
Henry David Thoreau