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Marquis Wealth Advisors, LLC

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Marquis Wealth Advisors, LLC

Overview:

Marquis Wealth Advisors,LLC was formed in May 2012 and is part of the Wells Fargo Advisors Financial Network. The four partners are Nick Boccella, managing partner and portfolio manager; Rich Defuccio, partner and portfolio manager; Lew Rauter, partner and financial advisor and Graham Smith, partner and financial advisor. The four partners have a combined 85 years in the securities business and specialize in managing the investment portfolios of individuals, retirement plans and small businesses. In addition, we serve as consultants to charitable foundations and the retirement plans of small institiutions.
Our Services

   We serve individuals and businesses in all areas of investment planning, including:

   Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

   Descretionary equity and fixed income portfolio management, encompassing common and preferred stocks, investment grade taxable and tax free bonds, exchange traded funds and mutual funds.

   Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.

   Tax management* - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

   Estate planning* - Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

   Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

   *Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

   **Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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