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Our Wealth Management Process

Our Philosophy

At Marks Wealth LLC, we believe in the power of custom-tailored financial plans to facilitate a more fulfilling lifestyle. Our Annapolis, Maryland office is comprised of CERTIFIED FINANCIAL PLANNER™ Professionals and Fiduciaries who take the time to listen to, understand and strategize with clients to build goal-oriented wealth management solutions.

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Financial Planning 

Taking Steps Toward Your Financial Future, Together.

Securing your financial future requires diligent planning, consistent updates and proactive forecasting. From routine spending to major purchases and investments, our team works with you to establish clear benchmarks and objectives that lead the way to your financial freedom. By spending time with us, you are simultaneously investing in your quality of life and the growth/protection of your assets.

 

To achieve the best possible outcome for your financial preservation and growth, we use a result-oriented six-step approach. Learn more about our financial planning process by clicking below.

Comprehensive Investment Management

We’ll Focus on Your Portfolio. While You Focus on Living Your Best Life.

With years of experience working with individuals on all financial levels, we understand the communication and transparency necessary for clients to entrust their life savings with our firm.

 

That is why at Marks Wealth LLC, you can take peace of mind knowing that you will always work with a CERTIFIED FINANCIAL PLANNER™ professional who is legally and morally bound to put your interests first while always serving you and your family in good faith.

 

Whether you’re looking for portfolio management in Maryland or are seeking remote investment management services, we are able to offer our comprehensive investment management process to those all around the country. As fee-only financial advisors, we offer the most cost-effective approach to building long-term wealth. Discover more about our comprehensive investment management services by clicking below.

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Legacy & Estate Planning

Preparing for Your Future So That You Can Be Present in the Moment

Whether you’re in the late stages of your career or have already entered into retirement, having a dedicated legacy plan is an important step to ensure that your family values, traditions and assets are passed down to the people who you cherish and/or causes that you believe in.

 

You can place your full trust and confidence in our team to enact your wishes with diligence and attention to detail. In turn, you can transcend your life with an impact on future generations that stretches far beyond your time.

 

As part of our legacy and estate planning services, we leverage state-of-the-art planning tools and thorough safeguards to follow through with your intentions. Read more about our legacy and estate planning services by clicking below.