Marks Group Wealth Management, INC.

Marks Group Wealth Management provides comprehensive financial planning, wealth management, and investment management services primarily to high-net-worth individuals and families. The firm also consults for private foundations, endowments, non-profit boards, and corporate retirement plans. Services cover business planning, investments, insurance, retirement, education, estate planning, and tax and cash flow needs. Marks Group Wealth Management actively manages portfolios across six core investment strategies using mutual funds, exchange-traded funds, individual stocks, bonds, Real Estate Investment Trusts, and Master Limited Partnerships. Clients can authorize the firm to manage assets with or without asking first, and the firm may utilize independent managers or subadvisors when appropriate. Marks Group Wealth Management serves as the sponsor of its own wrap fee program, bundling investment management and brokerage services under a single annual fee.