Marquez Private Wealth Management

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United States
Pasadena, CA
Marquez Private Wealth Management

We apply a holistic approach to address your comprehensive wealth management needs. Therefore, a response to a request for information may be delayed.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this

site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

02/02/2026

Time has always been your most valuable asset. You've used it to build a business, create opportunities, and shape a life many only imagine.

But here's the real question — is your time still working for you, or just keeping you busy?

- Are you running a business that supports the life you want, or one you've simply grown used to?
- Are your investments and liquidity aligned with where you want to be in ten years, not just the pace you're moving at today?
- And have you built a structure that allows your wealth to last beyond the business itself?

With the right planning partner, you can shift from working in the business to working on the future you want.

01/30/2026

We had the pleasure of hosting Tash Elwyn, President of Raymond James' Private Client Group, at our office.

His visit was inspiring, energizing, and a great reminder of the incredible leadership supporting advisors and their clients every day. Thank you for spending time with our team, Tash!

01/28/2026

In a world full of threats, data protection is essential. Make sure you're giving it the attention it deserves. A few thoughtful updates now can help keep things more secure moving forward.

01/01/2026

Wishing you a bright and fulfilling New Year filled with purpose, growth, and new opportunities.

Thank you for trusting us to be part of your financial journey, we look forward to all that's ahead in 2026.

12/30/2025

Good advice does more than grow your wealth. It helps you feel grounded in the choices you make and confident in the path ahead.

12/29/2025

Ever notice how a bonus, tax refund, or paycheck all feel different, even though they're the same money? That's mental accounting bias.

Our brains love to sort money into "buckets," which can lead us to overspending or missing opportunities.

Think differently, seeing every dollar as part of your bigger financial picture.

12/27/2025

Many business owners use "exit planning" and "succession planning" interchangeably, but they play different roles in your long-term strategy.

Exit planning helps you prepare financially and personally for life after the business. Succession planning focuses on developing future leaders and helping ensure the company continues to thrive.

Both are essential steps in protecting the value you've built and the legacy you'll leave behind.

12/25/2025

From our team to you and your family, Merry Christmas.

May your day be filled with peace, joy, and time spent with the people who matter most.

12/24/2025

Wishing you a joyful holiday season and a prosperous New Year.

We're grateful for the trust and connection we've built together this year, and we look forward to what's next.

12/23/2025

Most people think budgeting means cutting back. In reality, it's about clarity.

Giving every dollar a job helps you understand the flow of your income and make confident decisions about saving, spending, and investing.

When you know where your money goes, you can decide where you want it to take you next.

12/18/2025

The Raymond James Women's Symposium was an incredible experience this year. Surrounded by so many talented, driven women, Michelle had the opportunity to exchange ideas, learn from others, and create space for stories that deserve to be heard.

As we wrap up the year, those conversations stand out as some of the most meaningful moments, filled with authenticity, empowerment, and connection. They serve as a powerful reminder of what's possible when women come together with intention and openness.

We are honored to be part of a community that supports growth, lifts each other up, and continues to move the profession forward. Grateful to carry those shared journeys, shared voices, and the impact we can create together into the year ahead!

12/17/2025

Capital gains taxes can surprise even seasoned investors. The more you understand how and when gains are realized, the more intentional your planning can be.

From timing sales to offsetting losses or using charitable giving strategically, small decisions can make a meaningful difference over time.

Address

301 N. Lake Avenue , Penthouse Suite 1150
Pasadena, CA
91101

Telephone

+16266589610

Website

http://www.marquezprivatewealth.com/

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