Your life, in bloom A naturally personal approach to financial planning

Imagine it: In place of the stress that seems to accompany your day-to-day life and the management of your finances – you feel calm, reassured and confident. Because, rather than being left alone with your obstacles and lingering questions, you have an advocate. A dedicated, knowledgeable partner standing by you through it all.

At Marquez Private Wealth Management, our goal is to help you manage your life and wealth in such a way that brings you confidence. We work hand in hand with you and your family, helping you to maneuver through every challenge and plan for each goal – with grace.

Discover our difference

Michelle Marquez

Managing Director

Jason L Betts, AAMS^TM, CPM^®

Practice Business Coordinator

Financial Advisor

The power of human connection

We believe wealth management can be a source of confidence in your life – and it all begins with our connection with you. By fostering intimate, trusting relationships with our clients, we can then offer financial guidance with the power to impact their lives for the better.

Private institutional clients

Private institutional clients

Elite success opens a world of possibility. For those of profound wealth, we can provide you with access to private market investment opportunities and customized lending solutions.

See how we work with private institutional clients

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Benefits planning for executives

Benefits planning for executives

We help corporate executives address relevant issues such as concentrated stock positions, stock options, deferred compensation and net unrealized appreciation.

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Strategic guidance for entrepreneurs

Strategic guidance for entrepreneurs

As with most entrepreneurs, your personal wealth is intertwined with your company, and you need to have a solid exit plan in place for the eventual transfer of wealth to your personal accounts.

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Wealth planning for pro athletes

Wealth planning for pro athletes

Our team specializes in addressing the unique needs of professional athletes. We understand the physically and mentally challenging nature of their careers and help them to manage their wealth in line with their long-term success.

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Holistic planning for families

Holistic planning for families

We work with multigenerational families to help them carry out their legacy through every chapter of life. We’ll work closely with you to ensure your financial plan reflects your needs and goals.

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We are personally invested in the well-being of our clients. Your happiness is our happiness.

Michelle Marquez