The Marquez Harris Group

Sr. Vice President

Our team has over fifty years of combined wealth management experience and consists of Jerry Marquez CFP®, CPWA ®, CIMA ®, Vice President, Jason Harris, Vice President and Peggy Bosley, Senior Client Specialist.

Our wealth management process begins with an in-depth discovery meeting to discuss what you want your assets to accomplish for you and your family. We work together with you to identify priorities that are important to you and unique to your circumstances. Once priorities are determined, a step-by-step long-term strategy is developed and we continuously monitor and adjust the plan to ensure it consistently reflects your goals. Working together we can help you manage your wealth and make better informed investment decisions.

We provide our services by coordinating a mutually agreed upon set of regularly scheduled face-to-face meetings. Throughout our relationship we will work together with you to address changes in the financial markets and in the priorities that you have for you and your family.