Investment Management Services
Philosophy
Marquis Wealth Management Group offers comprehensive personal financial advisory services.
At Marquis Wealth Management Group, we carefully listen to the client, assess their individual needs, develop an understanding of their goals, and then suggest a customized course of action for their consideration.
We are an independent investment adviser and offer our services in a non-commission environment.
Working with the Client
Since every client is unique, Marquis will take the time necessary to get to know you and your financial profile before making investment recommendations. It is important to us that you are involved in the decision-making process and we believe you should have an understanding of the “why” behind our recommendations. Working closely with you ensures that the plan we pursue is custom-made and suits your particular needs and goals. We are committed to you and your future and our commitment to you continues after the initial plan is in place. As part of our services and our commitment, we offer two primary investment-based programs available to meet the unique needs of investors.
*All Accounts can expect the following:
1. Fee-based/Non-Commission platform
2. Customized personal investment recommendations and asset allocation strategies
3. Frequent monitoring of investments
4. Access to high-quality, experienced individual portfolio managers
5. Recommend custody of assets with either Fidelity or Charles Schwab & Co.
