Honesty. Integrity. Commitment. They’re what make a smart investment advisor a great ally. At Marks Group Wealth Management, these values form the foundation of our business as well as our promise to you and your family: Your financial well-being is always our top priority.
Honesty. Integrity. Commitment. They’re what make a smart investment advisor a great ally. At Marks Group Wealth Management, these values form the foundation of our business as well as our promise to you and your family: Your financial well-being is always our top priority.
At Marks Group, we believe disciplined investment management is key to delivering the highest probability of long-term success. It’s important to work with someone who has a defined investment philosophy, supported by a consistent and objective methodology.
At Marks Group, we believe disciplined investment management is key to delivering the highest probability of long-term success. It’s important to work with someone who has a defined investment philosophy, supported by a consistent and objective methodology.
Establishing a goal is one thing, having the discipline to achieve it is another. At Marks Group, we are process-oriented, not product-driven. We seek to understand you, your financial situation, and your goals. Our process begins with a thorough analysis of your current investments and how those investments fit within your financial picture. We then build and present a financial plan tailored to your priorities. We use this plan as a resource in developing an appropriate investment strategy aimed to optimize your retirement success.
Forbes ranked Ben Marks and MGWM #5 on their list of Best-In-State Wealth Advisors for 2019, and #2 for 2018.
Barron’s named MGWM one of the Top 1,200 Financial Advisors in American and Top 24 in Minnesota for 2019. This is the 10th consecutive year we have been recognized by Barron’s.
MGWM has been named one of America’s Top Wealth Advisors by Forbes in 2017. We are one of 250 advisors nationally to earn the recognition, and one of only three based in Minnesota.
In 2013, John Feste was honored by Minneapolis/St. Paul Business Journal in their “40 under 40” list, an annual celebration of the Twin Cities’ emerging business and civic leaders.
In 2016, MGWM was named by Minneapolis/St. Paul Business Journal as one of the fastest growing companies in the Twin Cities.
Your Next Steps
A no-cost, no-commitment portfolio review.
We’ll provide you with a thorough, objective assessment of your current investments. You’ll learn the amount of risk you are taking, the fees you are paying, and the quality of the investments you own. We will also provide you with our recommendations and proposed alternatives, including a sustainable, tax-efficient retirement withdrawal plan and strategies to consider in the current market environment.
