Marquez Private Wealth Management is an independent financial services firm dedicated to providing personalized strategies for wealth management, retirement planning, investment management, and estate planning. Founded on the principle of building lasting, personal relationships, the firm focuses on educating and empowering clients to make informed financial decisions. They operate through LPL Financial to provide securities and advisory services, combining the resources of a large broker-dealer with the personalized attention of a boutique firm.

Founded in

United States