Marquette Wealth Management
Valerie Thomas has a wealth of experience in the financial industry, holding various senior positions in wealth management firms such as Marquette Wealth Management, Carlson Capital Management, CliftonLarsonAllen Wealth Advisors, LLC, and Marquette Asset Management. With a background in business administration, management, finance, and accounting, along with a graduate degree from Cannon Financial Institute, Valerie excels in providing fully integrated wealth management services for clients and their families. Valerie is known for their expertise in investment management, retirement modeling, estate planning, tax planning, and general financial planning, along with a strong focus on client care and relationship management.
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Marquette Wealth Management
Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. Originally named Marquette Asset Management, we changed our name to Marquette Wealth Management in 2018 to more accurately reflect how we work with our clients to address their entire financial picture using a holistic approach.