Company profile
Marquette Wealth Management
It's about time.
- Industry
- Financial Services
- Employees
- 16
- Headquarters
- Minneapolis, Minnesota
- Founded
- 2005
- LinkedIn followers
- 762
- Office locations
- 1
Marquette Wealth Management company summary
Marquette Wealth Management is a company in the Financial Services industry, headquartered in Minneapolis, Minnesota, founded in 2005. On LinkedIn the company has around 16 employees and 762 followers. Its listed specialties include Wealth Management, Investment Management, Planning, Tax & Administrative Support Services, Financial Planning.
What technology does Marquette Wealth Management use?
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About Marquette Wealth Management
Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. Originally named Marquette Asset Management, we changed our name to Marquette Wealth Management in 2018 to more accurately reflect how we work with our clients to address their entire financial picture using a holistic approach.
Specialties
Where is Marquette Wealth Management located?
Marquette Wealth Management lists 1 location.
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Frequently asked questions about Marquette Wealth Management
What does Marquette Wealth Management do?
Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. Originally named Marquette Asset Management, we changed our name to Marquette Wealth Management in 2018 to more accurately reflect how we work with our clients to address their entire financial picture using a holistic approach.
How many employees does Marquette Wealth Management have?
Marquette Wealth Management has around 16 employees on LinkedIn.
Where is Marquette Wealth Management headquartered?
Marquette Wealth Management is headquartered in Minneapolis, Minnesota.
When was Marquette Wealth Management founded?
Marquette Wealth Management was founded in 2005.
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