A Legacy of Trust With a Modern Relational Touch

Carl Pohlad, a well-known, very successful local businessman and a client of one of the nation’s largest financial services firms, was frustrated that he could never seem to talk to a real person whenever he had a question about his accounts.

In his mind, there had to be a better way to serve wealth management clients than through a call center. Rather than simply complain about it, he and his family created Marquette Wealth Management to be a premier provider of wealth management services to high net worth individuals, families, and select institutions.

Our History