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.
Carl R. Pohlad founds Marquette Asset Management
Marquette shifts to a more holistic wealth advisory approach
Pohlad family sells Marquette to UMB Financial Corporation
Marquette goes independent as a private employee-owned company
The firm rebrands to Marquette Wealth Management