Marquis Wealth Management Group
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Marquis Wealth Management Group, founded in Fort Myers in January 1999, is a Registered Investment Advisor specializing in personalized financial advisory services for high net worth individuals, families, and businesses. The firm's offerings include investment management, personal financial planning, and business financial consulting, all delivered in a non-commission environment to ensure tailored financial strategies.
With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER practitioners, Marquis Wealth Management Group is dedicated to understanding client needs and goals while maintaining a confidential and supportive atmosphere. Their comprehensive services extend across Southwest Florida and throughout the USA, focusing on delivering the best investment, financial planning, and insurance solutions available.
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