About Marks Wealth, LLC

From the beginning, Marks Wealth LLC has been providing Fiduciary Wealth Management Services throughout the country. We believe in forging long-lasting relationships with our clients, providing financial advice, wealth management, investment strategy, retirement planning, estate planning and much more.

By partnering with our team, you will be aligned with our CERTIFIED FINANCIAL PLANNER™ professional and Forbes Magazine’s Top-In-State ranked portfolio manager who have their client’s best interests at heart. As a result, you can live comfortably knowing that your finances are in good hands. Working with our team will help you discover new horizons for tomorrow.

The Marks Wealth Management Advantage

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LEADING FINANCIAL

TECHNOLOGY

In the ever-changing global financial markets, having the right tools to conduct financial analysis, portfolio reviews and wealth forecasting is pivotal. We incorporate state-of-the-art financial technology to provide our clients with exclusive access to a wide range of investment opportunities.

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IN-DEPTH

EXPERIENCE

Your life savings are directly attributable to years of hard work and dedication. As a result, the highest levels of trust are necessary when selecting a financial advisor. Having worked with clients in nearly every occupation, stage of life and financial situation, we have the knowledge and experience necessary to drive growth-oriented results while mitigating risk.

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CUSTOM-TAILORED SOLUTIONS

Your financial goals and aspirations are unique. That is why at Marks Wealth LLC, we develop unique solutions that align with your life goals, risk tolerance level and retirement horizon. We follow up to date and real time best-practices when building your comprehensive plan that takes every aspect of your financial situation into account.

 

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We balance risk, wealth preservation and portfolio growth to develop strategic solutions for your financial well-being.

OUR APPROACH

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Personalized Financial Planning

To develop a thorough financial plan, we take every aspect of your personal situation into consideration. We start by assessing your net worth, tax liability, employee entitlements, existing accounts, 401(k), IRA, investment portfolio and more to establish a holistic perspective of your financial standing. Next, we work with you to not only develop possible plans, but also assess how your decisions will impact your lifestyle. Once we have built a goal-oriented financial plan, we proceed into our implementation phases, keeping you in the loop every step of the way.

 

Personalized Portfolio Development 

As we develop your portfolio, we make decisions that are based on your overall financial plan. Risk levels, growth opportunities and wealth preservation are at the heart of our strategy. By leveraging leading financial technology, we have access to the full spectrum of investment research and state-of-the art trading tools. Combined with personal research from our team, these resources give us valuable insight into new opportunities and market conditions that help us maximize your portfolio’s potential growth.

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The Importance of Financial Consistency 

As leading financial advisors in Maryland and beyond, we pride ourselves on attention-to-detail, transparency and communication. As you review your portfolio through our client portal, you will notice a high level of congruency with your overarching financial plan. After dedicating time and attention to your financial plan, having a customized portfolio to match is essential.