Financial Advisor | Planning for Your Financial Future It's About Time We believe our clients measure their wealth both in terms of time and money. Our goal is to help our clients make the most of these today and for generations to come. CONTACT US ๐ก LEARN MORE ๐ก Marquette at a Glance 26 States where we serve clients $872M+ Assets under administration 1 Unified team serving you CLIENTS WE SERVE We work with a wide variety of clients in terms of age, location and stage in life, including; Individuals Families Entrepreneurs Multi-Generational Families Clients in Transition Young Professionals LEARN MORE ๐ก OUR PROCESS We serve as your partner from day one. The primary foundation of the Marquette Wealth Management process is listening. While everyone s destination is different, we have the expertise and tools to chart an individualized path to achieve your financial goals. Our specialty is in providing transparent and unbiased advice for the large and small financial decisions faced by individuals and families. We work with you to establish a customized portfolio and review it with you regularly to make sure your investments and financial plan stay on track. Learn more WEALTH MANAGEMENT Marquette Wealth Management does what it does because of people. We take the time to get to know you, your family and your life s story because your scenario and situation is unique and we have the utmost respect for that. We engage with you and secure an understanding of what brings fulfillmen
John Beuerlein
Chairman and Chief Investment Officer
๐ 612-661-3768
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Location
Minneapolis, MN
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