Investment & Stock Exchange Investment Management Marquis Wealth Management Group offers personalized financial advisory services. 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. VIEW DETAILS Business Consulting Financial Planning Constructing a fully integrated financial plan is a process and involves several steps. Each one is important, and all must be coordinated if your financial plan is to succeed. At Marquis, one of our professionals will guide you through each step and help you to clearly define your goals. VIEW DETAILS International Banking Business Retirement PLans Clients of Marquis that are business owners may need additional financial advice for their business. We are able to assist the business owner with the understanding and implementation of various employee benefits and retirement plans. VIEW DETAILS Finance & Bankingn Financial Consulting The President & Managing Member of Marquis Wealth Management Group, Rick Krichbaum, holds an MBA in Finance and has more than 25 years experience in business finance including the position of CFO (Chief Financial Officer) at one of Southwest Florida’s premier resort companies. VIEW DETAILS

Personal Financial Advisory Services

Marquis Wealth Management Group offers a wide array of 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. As noted in the team member tab, Rick Krichbaum, Trevor Whitley, Brian O’Connell and Abbey Shupe each are CERTIFIED FINANCIAL PLANNER professionals. Our professional staff (see the team member bio section for the credentials for each individual) is committed to promoting a highly personal, positive and confidential environment and are dedicated to working with clients to obtain the best investment, financial planning, and, as needed, insurance products and services available.

Marquis is a Registered Investment Advisor and our investment advisory services are provided in a non-commission environment to business people, families and individuals in Fort Myers, Naples, Bonita Springs, Southwest Florida and throughout the USA.

Our Services

Business Financial Consulting
Investment Management Services
Insurance Review Services
Personal Financial Planning
Business Retirement Plan & Employee Benefits
Personal Asset & Liability Statements

Our Story

Founded in Fort Myers in January of 1999, Marquis Wealth Management Group is a Registered Investment Advisor specializing in advising high net worth individuals, families, and their businesses in all financial matters.

Our principal business includes investment advisory and personalized financial planning services, but we also consult on both personal and business insurance and retirement plans.

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