Our Clients

A good fit.

We work with families, business owners, private foundations, endowments, and corporate retirement plans.

For individuals and families, our services are best suited for those with at least 1 million dollars in investable assets. We can often add the most value during times of financial transition. Whether you are retired or nearing retirement, recently divorced, receiving an inheritance, or selling a business, we can simplify the financial complexities that accompany life-changing events. The transition period can be scary. It may be difficult to visualize your new normal or quantify the impact it may have on your financial well-being. This is where Marks Group shines.