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Marquis Wealth Group, LLC

EST. AUM
$500,000,000

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Firm Details

Metro area Phoenix
CRD Number
Website marquiswg.com
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Overview

Marquis Wealth Group is an independent private wealth management and comprehensive financial coaching practice based in Scottsdale, Arizona. Founded by Barbara Marquis, the bilingual (Spanish-speaking) firm specializes in goals-based retirement roadmap design, cash flow modeling, and multi-generational wealth transfer scenarios. Following its comprehensive corporate acquisition by Stratos in May 2026, the team utilizes an expansive national resource ecosystem backed by SEI's financial operating networks to facilitate scalable practice transitions and long-term succession planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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