A complete list of active advisors currently associated with Marquise Wealth Management, LLC

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

Marquise Wealth Management provides investment management, financial planning, and consulting to individuals, families, trusts, estates, charitable organizations and retirement plans, managing approximately $38.9 million on a discretionary basis for about 33 client relationships. Engagements range from ongoing portfolio management to project-based financial planning and consulting services. The firm typically constructs long-term, diversified portfolios guided by Modern Portfolio Theory and seeks to allocate across non‑correlated asset classes, using tactical tilting, tax positioning and a mix of active and passive strategies where appropriate. Accounts are reviewed at least quarterly, clients may complete an investment policy questionnaire, and the adviser discloses occasional use of leveraged ETFs and other trading strategies when deemed suitable for specific clients. Marquise’s brochure highlights experience that extends beyond typical wealth management, including accounting experience and a practice focus on divorce financial planning and related forensic services, with staff holding CFP, Certified Divorce Financial Planning Analyst credentials and IRS tax preparer registration and participating as financial expert witnesses and in collaborative law groups. The firm also discloses an affiliation with another registered investment adviser through ownership interests of a firm principal, a relationship that is uncommon among peers.

To learn more about the advisors currently working at Marquise Wealth Management, LLC, 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.