Marquette Wealth Management jobs and careers
Minneapolis, MN, United States
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.
- Founded
- 2005
- Employees
- 1 to 10
- Headquarters
- Minneapolis
Leadership
The top of Marquette Wealth Management's org chart, with how many people report into each leader.
Valerie Thomas
Managing Director And Chief Client Experience Officer
3 reports
Kristy Thom
Operations Specialist
Laura Dahlgren
Client Service Associate
Jackie L. Mohr
Client Service Associate
Jobs at Marquette Wealth Management
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