Marquardt Wealth Management, LLC

Marquardt Wealth Management, LLC is a wealth management firm in Waunakee, WI. The firm provides a variety of specialized financial services, including retirement solutions, portfolio and risk management, estate strategy, and investment management. They serve a diverse range of clients, including entrepreneurs, executives, peak career professionals, and high-net-worth individuals, as well as pre-retirees and retirees. The firm maintains a 5.00 rating.

The practice utilizes a team-based approach to address the complex needs of their clients, drawing on the diverse backgrounds and education of their professionals. Their service model follows a three-step process: assessing financial documents, risk tolerance, and objectives; strategizing with customized financial plans; and implementing and monitoring those plans through market volatility and life changes. Beyond management, the firm offers financial education sessions to increase financial literacy and help clients understand complex concepts. Founded in 2003 by E. Todd Marquardt, the team focuses on building long-term relationships through proactive planning and transparent communication.

Located on Savannah Way, the office is situated near the Southbridge neighborhood and is a short walk from Settlers Park and Peaceful Valley Park. The area is also close to the Waakikižu Natural Resource Area and Sixmile Creek.

Marquardt Wealth Management, LLC is recognized for its expertise and its commitment to educating individuals in an easy-to-understand manner. The firm is known for providing personalized attention to every client, ensuring that financial strategies are tailored to unique investor profiles and long-term goals.

Through sophisticated financial strategies and dedicated service, Marquardt Wealth Management, LLC helps clients in Waunakee achieve their investment and retirement objectives.