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

Meet our Team

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

Jordan Berry

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.

Meet our team