Marks Group Wealth Management, Inc.

Marks Group Wealth Management primarily advises high‑net‑worth families and individuals and also provides investment consulting to private foundations, endowments, non‑profit boards, and corporate retirement plans. The firm offers comprehensive financial planning, discretionary and non‑discretionary investment management, wealth management services, and acts as sponsor of a wrap‑fee program for clients seeking bundled investment and brokerage services.

Investment management is organized around six actively managed, daily‑liquid strategies (including Core Equity, Tactical Equity, Equity Income, International Equity, Fixed Income, and an ETF strategy) and combines fundamental and technical analysis. MGWM implements strategies directly and through independent managers and subadvisers, with oversight and monitoring of those third parties as part of its advisory process — including a formal subadvisory relationship for its Core Equity strategy.

Compared with many peers, MGWM both sponsors a wrap program and maintains a subadvisory arrangement in which the firm oversees and compensates the subadviser (ROCL) rather than billing clients separately for that subadvisory service. The firm also provides institutional‑style consulting such as consolidated performance reporting for foundations and endowments, permits standing letters of authorization for transfers, and discloses its related‑party insurance activities and proxy‑voting procedures to address potential conflicts.