Marquez Private Wealth Management of Raymond James

2 N Lake Ave Ste 910
Pasadena, CA 91101

Marquez Private Wealth Management of Raymond James, located in Pasadena, CA, is dedicated to building caring relationships with clients by providing personalized financial guidance tailored to their unique needs. The firm specializes in simplifying wealth management, empowering client independence, and helping clients build enduring legacies.

With a team of experienced financial advisors, Marquez Private Wealth Management focuses on intergenerational wealth transfer, supporting entrepreneurs and founders, and offering insights into philanthropy and taxes. Their commitment to client well-being ensures that individuals feel confident and secure in their financial decisions.

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