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.
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.Meet our team
Benefits planning for Executives
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.
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.