Marquis Wealth Group

Personalized Financial Advisory Services Near College Parkway.

Founded in Fort Myers in January of 1999, Marquis Wealth Management Group is a Registered Investment Advisor specializing in advising high net worth individuals, families, and their businesses in all financial matters. Our principal business includes investment advisory and personalized financial planning services, but we also consult on both personal and business insurance and retirement plans. As an independent company, we have the flexibility to help you meet your every financial need – either through our own professional expertise, or with the assistance of other local professionals. We maintain close working relationships with several CPA, legal and insurance firms in Southwest Florida.