Marquis Wealth Group

04/22/2026

Marcia Ramos and Barbara Marquis spending a few days at Barron's Advisor learning from other great advisors and Client Associates. As always, we'll return with new ideas and a fresh focus!

02/12/2026

Meet Charlie—the official reminder that markets (and life) come with ups, downs, and everything in between. 🐶📊

Some days call for confidence. Some days call for patience. And some days… a nap.

We’re grateful to walk alongside our clients through every season, with a steady plan and a long-term view.

Happy Valentine’s Day from our team (and Charlie)! ❤️

01/28/2026

🎉 Big congratulations to .marquis on being recognized by as a Top Financial Advisor and qualifying for the Ascent Club.

This recognition is a testament to the care, consistency, and expertise Barbara brings to every client relationship—helping individuals and families navigate their financial lives with clarity and confidence.

We’re proud to celebrate this milestone and grateful for the trust clients place in our team every day. 👏

12/31/2025

2025 taught us a lot about alignment, peace, and choosing what centers us. 🕊

So here’s a few things we are carrying into 2026 ➡
💰It's not how much you make, it's how much you keep
🧳Collect memories, not things
⏰Time with family and friends
🌲Spend more time in nature
🧘‍♀️Daily self care

Marquis Wealth Group sends you blessings for 2026 ✨

12/18/2025

Happy Holidays from our families to yours. 💙
As the holiday season approaches, we wish you and your family’s peace, joy, and clarity. May the new year inspire each of us to embrace fresh beginnings, reevaluate what matters most, and pursue growth at every stage of life. ✨Here’s to a meaningful and hopeful year ahead.

12/03/2025

What's on your retirement bucket list? Our very own has buying an Airstream and traveling the country as her top bucket list item! 🏕
https://www.airstream.com/travel-trailers/frank-lloyd-wright-usonian-limited-edition/👀
Make sure you're working with a financial advisor to ensure your retirement goals are on track.

12/02/2025

Giving is one of the most meaningful financial decisions we make. Today is a beautiful reminder that generosity connects us, lifts communities, and leaves a legacy beyond dollars. This we highlight our team volunteering at nonprofits we're personally supporting.

11/21/2025

IRS announces 2026 401(k) contribution limits, raises savings cap

The IRS has announced higher 401(k) contribution limits for 2026. Here’s what savers need to know.

11/12/2025

What an honor to be at a Veterans Day luncheon in my community. Words can’t express the pride I felt to be among these heroes and to live in this country.

11/11/2025

⭐Today we proudly stand with our community in honoring our veterans and their families. Your service and sacrifice protect the freedoms that allow our families, businesses, and futures to thrive. 🎖

Listen here to our (and many other) 📣Thank Yous on The Enduring Mindset Podcast: http://bit.ly/3JS7XXU.

Also, click below to see a list of businesses across the country saying “thank you” to veterans today. We encourage everyone: if you know a veteran or someone who is currently serving, send them our heartfelt thanks. ▶https://marquiswg.com/2025-veterans-day

From all of us at Marquis Wealth Group — thank you. 💙❤️🤍