A complete list of active advisors currently associated with Marquis Wealth Management Group

Warmer can help you find a great advisor at Marquis Wealth Management Group or one who fits your needs even better.

Marquis Wealth Management Group provides investment advisory and stand‑alone financial planning and consulting to individuals, business entities, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm offers both discretionary and non‑discretionary portfolio management and may allocate client assets to independent managers and unaffiliated private investment funds. Portfolios are built from individual equities, fixed income, mutual funds and ETFs, with ongoing monitoring against client objectives and an explicit practice of treating cash as an asset class. A substantial portion of assets are managed on a non‑discretionary basis (roughly $406.6 million non‑discretionary versus $82.6 million discretionary), so transactions generally require client pre‑approval and the firm cannot effect trades when a client is unavailable. The brochure discloses use of derivatives in separately managed strategies—primarily covered‑call writing and long put purchases—implemented for income or hedging and accompanied by risks such as potential assignment and tax consequences. It also notes that private investment fund valuations provided by fund sponsors are used in reporting and fee calculations, the firm commonly recommends Schwab or Fidelity (and receives certain support services), and some representatives are licensed insurance agents who may receive commissions for insurance product sales.

To learn more about the advisors currently working at Marquis Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.