With Spring around the corner, Marquez Private Wealth is hosting a lunch for clients with a ‘Celebrating You!’ theme in the month of May. Straddling that sweet spot between Mother’s Day and Father’s Day to commemorate both, they have reserved a date in late May at the Langham Pasadena Hotel to greet and catch up with their clients and guests over a leisurely garden lunch. If their past successful Fall Seminar in November is any indication, then their Spring lunch will likewise be extraordinary. Currently planning out the details and keeping its fingers crossed for beautiful southern California spring weather, Marquez Private Wealth looks forward to thanking everyone who has had a hand in its ongoing success—their valued clients, business partners, centers of influence, and friends.
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.
If you would like more information about this topic, please call Anthony Asuncion (949) 777-2471 or email anthony@reputationmanagementconsultants.com
