Marquette Financial

At Marquette Wealth Management, we believe that our clients measure their wealth in terms of both time and money. Our goal is to help our clients make the most of these today and for generations to come. We strive to provide personalized financial guidance and support to empower our clients to achieve their unique goals and aspirations.

A Legacy of Trust

With a rich history dating back to 2005, Marquette Wealth Management has built a reputation for providing trusted and customized financial services to individuals, families, and businesses. As a subsidiary of Marquette Financial Companies, we have inherited the legacy of the Pohlad family, who has been a prominent figure in the financial industry for over 70 years. Our commitment to building long-lasting relationships, transparent communication, and advocacy for our clients has earned us a reputation as a trusted partner in achieving financial success.

Our Team

At Marquette Wealth Management, we believe that client relationships should be personal, not just transactional. Our team of experienced professionals is dedicated to understanding each client's unique situation, goals, and aspirations. We take the time to get to know our clients, their families, and their life stories to provide tailored investment management services that cater to their individual needs.

Services

We offer a range of comprehensive services designed to meet the unique needs of each client. Our services include:

Individuals: We help individuals manage cash flow, implement stock option strategies, minimize income taxes, plan for retirement, customize their investment portfolio, and leave a legacy.

Families: We understand that balancing work, family, and finances can be overwhelming. We provide tailored investment planning, insurance strategies, and estate planning to help families achieve their goals.

Entrepreneurs & Business Owners: We help entrepreneurs and business owners prepare for the future while focusing on their business today. We provide guidance on investment strategies, business succession planning, and legacy wealth transfer.

Multi-Generational Families: Our team has expertise in working with multi-generational families, providing objective and focused advice on managing assets, building legacies, and preserving family wealth.

Clients in Transition: We navigate our clients through life's twists and turns, helping them adjust their financial plans and goals to reflect changes in their lives, such as retirement, divorce, death of a spouse, or selling a business.

Young Professionals: We offer financial guidance, support, and accountability to young professionals, empowering them to make informed financial decisions and achieve their goals.

Wealth Management

Our wealth management services are tailored to each client's unique situation, goals, and aspirations. We take the time to understand our clients' comprehensive financial situations, including their investments, insurance, taxes, and estate planning. Our team provides personalized investment advice, portfolio management, and planning strategies to help our clients achieve their financial objectives.

Contact Us

If you're looking for a trusted partner to help you achieve your financial goals, we invite you to explore our services and learn more about how we can support you. Contact us today to schedule a meeting and take the first step towards securing your financial future.