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.

Investment Management

Marquette Wealth Management

Org chart

Teams

Similar companies