Your best interests come first. Always.

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.

What makes Marks Group Wealth Management different:

Transparency

You’ll see all the moving parts of every transaction. Say good-bye to costly hidden fees, revenue-sharing agreements, and confusing financial products.

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our services

Liquidity

Because we invest only in securities with daily liquidity and pricing, you have the ability to take advantage of potential opportunities quickly and will always have access to your money.

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our portfolios

Proximity

We avoid outsourcing investment management to third parties whenever possible, which allows us to reduce your expenses and increase our accountability.

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outsourcing to third parties

After the longest bull market ever, diligent risk management is more important than ever

Schedule a no cost, no commitment review of your portfolio. You’ll receive a detailed analysis, including the amount of risk you’re taking, and all fees you’re paying. We’ll also provide an easy-to-read summary of our recommendations and strategies to consider in the current market environment.

Schedule a review of your portfolio