Kim Sands

Description

Founded 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 comprehensive 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. Additionally, we are affiliated with Markham Norton Mosteller Wright & Company, P.A. and Stroemer & Company, P.A., both full-service CPA firms. At Marquis, our team is dedicated to extraordinary client service. We realize the various needs of our clients and work one-on-one with them to develop a plan that is specific to meet their needs and goals. We believe in building and maintaining a long-term relationship with our clients. Marquis is committed to promoting a highly personal, positive and confidential environment and is dedicated to working with clients to obtain the best investment, financial planning, and, as needed, insurance products and services available. At Marquis, all investment accounts are held in custody with Charles Schwab & Company, Fidelity Securities, or Pershing LLC. Marquis Wealth Management Group specializes in the following: High Net Worth Individuals/Couples - Our service and client response standards are unparalleled. At Marquis, we realize and understand that you often do not have the time or desire to attend to every detail - we step in to assist or lead as the situation warrants. Divorced Individuals - Marquis prides itself in meeting the unique and often complicated issues of divorce including review of marital settlement agreements & QDRO's for proper division and transfer of assets, establishing individual accounts and other complex matters associated with divorce. Separately Managed Accounts - We have access to institutional quality professional investment managers at very attractive fee levels. Non-Public Securities - Understanding the unique qualities and aspects of privately-held securities such as land trusts, limited partnerships and "Sub-S" corporations. Concentrated Positions of Specific Stocks - Knowledge of methods available to address the concern of specific stocks in concentrated positions. Stock Options/Existing Securities - We consult with a tax professional to assess strategies available to the client regarding the exercise of options Insurance Consulting - We offer unbiased consulting on the acquisition and disposition on all forms of personal and business insurance (life, health, disability, long term care, group coverage for businesses, key person insurance, etc.)

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