Marquette Wealth Management

www.marquettewm.com

Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. Originally named Marquette Asset Management, we changed our name to Marquette Wealth Management in 2018 to more accurately reflect how we work with our clients to address their entire financial picture using a holistic approach.

Read more

Reach decision makers at Marquette Wealth Management

Lusha Magic

Free credit every month!

Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. Originally named Marquette Asset Management, we changed our name to Marquette Wealth Management in 2018 to more accurately reflect how we work with our clients to address their entire financial picture using a holistic approach.

Read more
icon

Country

icon

State

Minnesota

icon

City (Headquarters)

Minneapolis

icon

Employees

1-10

icon

Founded

2005

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Financial Executive

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(37)

  • google universal analytics
  • resonate insights
  • the trade desk
  • View all (37)

Reach decision makers at Marquette Wealth Management

Free credits every month!

My account

Sign up now to uncover all the contact details