Marks Group Wealth Management
Marks Group is a fiercely independent, employee-owned firm based in Minnetonka, MN, specializing in investment management and financial planning for high-net-worth families, corporate retirement plan trustees, and non-profit fiduciaries. With a focus on honesty, integrity, and disciplined decision-making, the firm is dedicated to providing tailored strategies that prioritize client success and foster long-term relationships.
Recognized nationally for its excellence, Marks Group has been featured in notable rankings such as Forbes' Best-In-State Wealth Advisors and Barron's Top Financial Advisors. Their client-focused approach is complemented by a comprehensive suite of services, including investment management, retirement planning, and consulting, all delivered through a collaborative culture that underscores their commitment to understanding individual client needs.
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