We serve as your partner from day one. The primary foundation of the Marquette Wealth Management process is listening. While everyone's destination is different, we have the expertise and tools to chart an individualized path to achieve your financial goals. Our specialty is in providing transparent and unbiased advice for the large and small financial decisions faced by individuals and families.
We work with you to establish a customized portfolio and review it with you regularly to make sure your investments and financial plan stay on track. Marquette Wealth Management does what it does because of people. We take the time to get to know you, your family and your life's story because your scenario and situation is unique and we have the utmost respect for that.
We work with you to establish a customized portfolio and review it with you regularly to make sure your investments and financial plan stay on track. Marquette Wealth Management does what it does because of people. We take the time to get to know you, your family and your life's story because your scenario and situation is unique and we have the utmost respect for that.
Services
Founded in 2005 as a subsidiary of Marquette Financial Companies, a diversified financial services firm, Marquette Wealth Management carries on the traditions built by the Pohlad family of Minneapolis for over 70 years.
Now an independent company, we are proud to preserve the business philosophy of Carl Pohlad and his family: building relationships based on mutual trust, transparent communication, advocacy for our clients and active community engagement.
Now an independent company, we are proud to preserve the business philosophy of Carl Pohlad and his family: building relationships based on mutual trust, transparent communication, advocacy for our clients and active community engagement.
Chris is the President of Marquette Wealth Management where he is responsible for the firm's overall strategic growth and development. Prior to being named President, Chris served as Managing Director at the company where he was responsible for client relationships, investments, and trading. Chris is one of the founding members of the company.
Attaining long-term financial security requires careful planning and a disciplined process. We work with you to develop a truly customized financial plan to help keep you and your family on the path towards achieving your short and long-term goals. Investment Portfolio Management is the cornerstone of any integrated wealth management solution.
We believe client relationships should be personal, not just transactional, which is why we tailor investment management services specifically to each individual's unique needs. Our services are designed to help you manage cash flow, implement stock option strategies, minimize income taxes, plan for retirement, customize your investment portfolio and leave a legacy.
Yes, we serve as a fiduciary. This means we are legally obligated to act in your best interest. It also means we must provide financial advice that is sound, accurate and free from conflicts of interest. Act with prudence, providing you with the skill, diligence and good judgment of a trusted advisor.
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