Marquez Private Wealth Management Re-Inaugurates Annual Fall Seminar

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Michelle Marquez Amidst Change Is A Tradition Kept

Keeping things fresh by shaking traditions up a bit seem to come naturally to Michelle Marquez of her own eponymous Registered Investment Advisory firm. An invigorating, well-attended perennial event among her Pasadena area clients for the past decade has been the annual fall seminar held at a local fine dining restaurant. Partnering with JANUS Henderson, Putnam, and Van Eck, Michelle Marquez continues to host the stimulating seminar with their engaging and knowledgeable speakers that elucidate on what’s happening in the market and translate Wall Street’s lexicon and charts into Main Street’s layman language for an easy, digestible lesson in a plush, private room at Ruth’s Chris Steakhouse. Presented as a “Market Update,” it is the first client seminar under Marquez Private Wealth, and a tradition kept and re-inaugurated amidst a seminal, pivotal year for the young firm.

Held on two evenings in early November to kick off Thanksgiving and the holidays, Michelle Marquez uses this time to thank her clients for staying the course, in the markets and, with her team. She also starts her holidays by reflecting on her blessings and volunteering through Heart of Angels, non-profit organization, to help make the holidays for needy, and homeless, families with dependent kids just a little bit brighter.

At Marquez Private Wealth Management, our goal is to help you manage your life and wealth in such a way that brings you peace. We work hand in hand with you and your family, helping you to maneuver through every challenge and plan for each goal – with grace. We believe wealth management can be a source of peace and comfort in your life – and it all begins with our connection with you. By fostering intimate, trusting relationships with our clients, we can then offer financial guidance with the power to impact their lives for the better.

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Michelle Marquez
Marquez Private Wealth Management
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