Marguerite J. Wiese

Marguerite J. Wiese is a Partner and Senior Wealth Adviser. She partners with individuals, families, and business owners to create clear, disciplined financial strategies designed to support confidence and long-term decision-making. She emphasizes personalized planning, investment oversight, and risk management tailored to each client’s unique life goals.

Before entering the financial planning profession, Marguerite had a distinguished career in defense consulting, specializing in program and financial management. She brings a highly structured, analytical approach to client planning and is known for helping clients organize complex financial lives. Marguerite is active in several local community organizations, and lives in Fairfax with her husband, Jesus, and son, James.

Marguerite is an Investment Adviser Representative with Eagle Strategies LLC and a Registered Representative with NYLIFE Securities LLC, Member FINRA/SIPC. She holds the CERTIFIED FINANCIAL PLANNER™ designation.