Marquis Wealth Management Group

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Marquis Wealth Management Group — overview

Assets Under Management

Type

Wealth Manager

Location

Fort Myers, FL, US

Alternative Asset Classes

RE

About

Marquis Wealth Management Group is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, estate planning, insurance planning, portfolio management, investment management, and retirement planning. The wealth manager advises individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Marquis Wealth Management Group - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
President Fort Myers, USGEN
Partner & Financial AdvisorFort Myers, USGEN
Financial AdvisorFort Myers, USGEN
Partner & Financial AdvisorFort Myers, USGEN

Showing 4 of 4 known decision makers Marquis Wealth Management Group

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