Why choose Marks Group Wealth Management?
We approach wealth management differently. We’re not paid on commission and do not sell proprietary products. Instead, we do our own research and tap into the deep expertise of our team to provide a suite of complementary strategies chosen to serve your specific needs.
If you’re a client of Marks Group Wealth Management, you’re a client of our entire team, not just one advisor. Our investment professionals collectively work on your behalf and bring an average of 17 years industry experience to the relationship.
While we’ve worked at some of the largest and most prestigious financial institutions in the country, we prefer an environment where we can have the most direct impact on our clients’ financial success.
Our strategic partners
Seth Cogswell and Bill Patterson are not affiliated with LPL Financial.
Our investment process
Disciplined investment management is key to delivering the highest probability of long-term success. Our investment approach ensures consistent, objective decision-making.
We use a completely transparent fee structure that ties our compensation directly to your account values. You’ll never be charged commissions or transaction fees.
For prospective clients, we’ll provide you with an all-inclusive summary of your current investment fees and compare that to the fees you’d pay at Marks Group.
Supporting the community where we live and work is important to us. We proudly donate our time and resources to organizations that help local families, and invest in programs that keep our community financially healthy.
The entities listed in this section are not affiliated with LPL Financial.
Our partner: LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.*
What does a broker/dealer do? For Marks Group, LPL Financial acts as a back-office support team. They help us ensure our technology runs smoothly, client transactions are processed efficiently, and that everything we do is fully compliant.
LPL also holds our clients’ assets—in much the same way as a bank would, and provides our clients with the same securities and safeguards to protect their assets. They do not, however, influence our decision making process on the securities you own.
For more information about LPL Financial, visit www.lpl.com.
*As reported in Financial Planning magazine 1996-2018, based on total revenues.
We’d like to hear from you
Toll Free: 888-582-6124
4350 Baker Road, Suite 245
Minnetonka, MN 55343