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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 and Brian O’Connell 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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