Financial services tailored for your priorities.
Marks Group Wealth Management is an independent Registered Investment Advisory Firm with $1 billion in assets under management as of March, 2019 (brokerage and advisory assets). Our integrated services help us aim to optimize our clients’ financial well-being, wherever they may be in life.
We offer clients exposure to six investment portfolios, each one fully liquid and actively managed so you can benefit from our economic perspectives and current market conditions.
We’ll provide a thorough, objective assessment of your current investments. You’ll learn the amount of risk you’re really taking, the fees you’re actually paying, the quality of the investments you own, and any conflicts of interest that may exist.
Learn what you’re doing well and where you could do better.
Establishing goals is one thing. Having the discipline to achieve them is another. Our process-oriented approach and proactive client communication provide the structure you need to pursue financial confidence.
We share our perspectives and summarize performance regularly—in person and electronically—so you can stay as involved as you’d like in the journey toward your financial goals.
Whether your objectives include saving for retirement, buying a vacation home, growing your philanthropy or something else entirely, we’ll develop a tailored financial plan to guide your investments and help you pursue your goals.
Your financial plan will include a Monte Carlo analysis, which develops a wide range of possible outcomes and calculates the most likely scenario and the probability of success based off your goals.
Corporate retirement plans
As an independent Registered Investment Advisory firm, we’re not limited by any single 401(k) platform. We offer employers the full universe of plan possibilities. We also serve as our clients’ investment co-fiduciary partner, providing guidance to help their plans remain competitive and compliant as they serve their participants.
Private foundations / Non-profits
Private foundations and endowments represent approximately 25% of our advisory assets under management and are a growing focus of our business. We have a long-standing relationship with the Association of Small Foundations (ASF), where we have spoken on investment-related topics relevant to foundation trustees.
Getting started, made easy.
We’re dedicated to simplifying the complexities of investing.
Here’s what you can expect as we get started:
We’d like to hear from you
Toll Free: 888-582-6124
4350 Baker Road, Suite 245
Minnetonka, MN 55343
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No strategy can ensure success or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk
Investing in stocks involves market risk, including loss of principal. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
International and emerging market investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. *
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.
*An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. Additional risks such as not diversified, price volatility, competitive industry pressure, international, political and economic developments, possible trading halts, and index tracking errors.
Neither LPL Financial nor any of its affiliates make a market in the investment being discussed, nor does has LPL Financial or its affiliates or its officers have a financial interest in any securities of the issuer whose investment is being recommended, nor has LPL Financial or its affiliates managed or co-managed a public offering of any securities of the issuer in the past 12 months.
Opinions expressed herein are subject to change without notice and are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments and strategies may be appropriate for you, please consult with Marks Group Wealth Management or another trusted Investment Advisor.