Wealth Management is a process that begins with an in-depth interview with an experienced financial advisor. Our Financial Advisors seeks to gain a sound understanding of your financial goals, financial concerns, financial position, holdings and net worth, and your tolerance for risk.

Based on the findings, your dedicated Financial Advisor will draw up an individual financial plan – your roadmap to financial success – which can range from a single page summary to a comprehensive plan covering Retirement, Education Planning, Estate Planning, Insurance, Wealth Transfer and more. Only after your Financial Advisor has a solid understanding of your situation and has analyzed and prepared your personalized financial plan, will they start to discuss your unique asset allocation and specific investment solutions.

Through INVEST Financial Corporation, Marquette Wealth Management Advisors can assist you with:

  • Financial Planning & Advice
  • FDIC Insured Certificates of Deposit
  • Investments
  • Insurance
  • Securities
  • Annuities
  • Stocks & Mutual Funds
  • Corporate & Government Bonds
  • Portfolio Management
  • Asset Allocation
  • Risk Analysis & Management
  • Long Term Care Planning
  • 529 Education Plans
  • Fixed Income Planning
  • Retirement Strategies
  • Wealth Transition Strategies

Marquette Wealth Management Team

 

Richmond Ashley
Richmond Ashley

Financial Advisor

708-342-8415
Richmond.Ashley@Investfinancial.com
Marquette Bank - Bridgeview
8020 S. Harlem Ave., Bridgeview, IL 60455
Marquette Bank - Oak Forest
5700 W. 159th Street, Oak Forest, IL 60452


Marquette Bank - Oak Lawn Ridgeland
8855 S. Ridgeland Ave., Oak Lawn, IL 60453

Mike Breslin


Michael Breslin

Senior Financial Advisor

708-364-2536
Mike.Breslin@Investfinancial.com
Marquette Bank - Orland Park 179th
17865 S. Wolf Road, Orland Park, IL 60467

Martin Chavez
Martin Chavez

Senior Financial Advisor

773-918-7287
Martin.Chavez@Investfinancial.com
Marquette Bank - Bridgeport
615 W. 31st Street, Chicago, IL 60616
Marquette Bank - Western
6316 S. Western Ave., Chicago, IL 60636
Marquette Bank - Beverly Plaza
9858 S. Western Ave., Evergreen Park, IL 60805
Marquette Bank - Archer
3521 S. Archer Ave., Chicago, IL 60609

Martin_Chavez3r.jpg

Pam Hollinger
Director of Marquette Wealth Management

708-364-2505
Pamela.Hollinger@Investfinancial.com
Marquette Bank - Orland Park 143rd
9533 W. 143rd Street, Orland Park, IL 60462
Marquette Bank - Orland Park 159th
7560 W. 159th Street, Orland Park, IL 60462
Marquette Bank - Romeoville
1876 W. Airport Road, Romeoville, IL 60446
Marquette Bank - Aurora
2500 S. Eola Road, Aurora, IL 60501

Tom Katula



Tom 
Katula
Senior Financial Advisor

630-739-1461
Thomas.Katula@Investfinancial.com
Marquette Bank - Bolingbrook
243 Bolingbrook Dr., Bolingbrook, IL 60440
Marquette Bank - Oak Lawn
10419 S. Cicero Ave., Oak Lawn, IL 60453

Tom Katula

Joe Sanchez
Financial Advisor

773-918-7257
Joe.Sanchez@Investfinancial.com
Marquette Bank - Summit
7447 W. 63rd Street, Summit, IL 60501
Marquette Bank - Pulaski
6155 S. Pulaski Road, Chicago, IL 60629
Marquette Bank - Kedzie
5400 S. Kedzie Ave., Chicago, IL 60632
Marquette Bank - Cermak
3030 W. Cermak Road., Chicago, IL 60623

INVEST Financial Corporation, member FINRA, SIPC. Securities, advisory services and variable insurance products are offered through INVEST Financial Corporation and affiliated insurance agencies. Marquette Bank and Marquette Wealth Management are not affiliated with INVEST Financial Corporation. INVEST does not offer tax or legal advice. Please consult your tax and/or legal adviser for guidance on your particular situation. 

NOT FDIC INSURED NOT GUARANTEED BY BANK
NOT A DEPOSIT MAY GO DOWN IN VALUE
NOT INSURED BY ANY FEDERAL GOVERMENT AGENCY

Registered representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank *may lose value.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation's Privacy Policy

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 

  1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.