Marquis Wealth Management Group is a Registered Investment Advisor based in Fort Myers, FL, specializing in providing personalized financial advisory services to high net worth individuals, families, and businesses. With a team of experienced professionals, they carefully listen to their clients' needs, assess their goals, and offer customized solutions in investment management, financial planning, insurance review, and business retirement plans.
Founded in 1999, Marquis Wealth Management Group is committed to delivering extraordinary service and promoting a highly personal and confidential environment. As a non-commission environment, they prioritize the best interests of their clients and offer a wide array of investment, financial planning, and insurance products and services. Serving clients in Fort Myers, Naples, Bonita Springs, Southwest Florida, and throughout the USA, Marquis Wealth Management Group is dedicated to helping clients achieve their financial goals.
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