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Your Life. Your Investments.

Take control of your investments with Marquardt Wealth Management, LLC. There are no limits.

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Changing Your Perspective.

Education brings opportunity. Expand your knowledge with Marquardt Wealth Management, LLC.

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Welcome to Marquardt Wealth Management, LLC

Marquardt Wealth Management, LLC offers comprehensive solutions through a spectrum of financial services. From managing your wealth through investment strategies, planning for your family’s future, and preparing for retirement, Marquardt Wealth Management, LLC believes in long-term client relationships based on trust, competent professional advice, continual communications and prompt personal service.

Financial Guidance

Whether you’re fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to pursue a lifetime of goals. We can help you work toward those goals with a personalized financial plan.

Please call Todd today to schedule an appointment.
608.850.9431

Our Services

Wealth Strategies

Managing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll strive to help you build long-term profitability through short-term planning.

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Financial Planning

Having a financial plan makes it easier to make financial decisions and stay on track while pursuing your goals. Marquardt Wealth Management, LLC can help plan for your future.

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Insurance Services

A good defense is the best offense. Let Marquardt Wealth Management, LLC surround you and your family with leading insurance policies.
 

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Meet Todd

Todd has been assisting individuals, families and businesses with their financial goals for over 20 years. Please visit my Bio page to learn more about my practice and my family.

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Individuals & Families

Whether you’re a party of one or six, Marquardt Wealth Management, LLC customizes your investment strategies to fit your current needs and future goals.

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