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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 3:30pm

Marks Group Wealth Management

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Minnetonka, MN
Marks Group Wealth Management

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We are a local, independent, and employee-owned Registered Investment Advisory firm.

As a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. Our firm is independent, our employees are owners, and our advisors are fiduciaries. This combination leads to a culture of collaboration, fewer conflicts of interest, and a promise of accountability to you from the moment we meet. You’ll have a powerful group of smart people on your side because every Marks Group team member collaborates on your behalf. We conduct our own research, build our own portfolios, and design and implement strategies based on your specific priorities. Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.

10/01/2026

Thanks to Rory Morse of Stone Arch Law for an informative breakfast presentation on estate planning for our Retirement University program! Stone Arch Law Office, PLLC

09/01/2026

Americans’ knowledge of basic financial responsibilities has fallen to new lows. We dig into the data and share some resources to help boost your financial IQ in this month’s column for the Star Tribune. https://marksgroup.com/americas-financial-iq-is-falling-especially-among-younger-generations/

06/01/2026

Roth IRA conversions have become a popular recommendation, but for some investors, the benefits will not outweigh the tax consequences. We take a deeper dive into the pros and cons of Roth conversions in this month’s column for the Star Tribune. https://marksgroup.com/trendy-retirement-investment-tool-is-not-right-for-everyone/

04/27/2026

Instead of waiting another 10 months to revisit your taxes, here are five things you should prioritize to level up your tax planning. Read more about how in our latest article in the Star Tribune. https://marksgroup.com/dont-wait-another-year-to-level-up-your-tax-game/

03/16/2026

How much do wars impact the stock market? Historically speaking, not as much as you might expect. We explore the track record of war-related selloffs and how long it takes equities to recover in this month’s Star Tribune column. https://marksgroup.com/how-the-u-s-israeli-war-on-iran-will-test-the-stock-market-economy/

02/09/2026

An “average year” for the stock market is actually quite uncommon. Since 1950, the S&P 500 has gained between 7% and 13% in a calendar year only 10 times. So, what is a more realistic expectation? We dig into the historical data to help answer that question in this month’s column for the Minnesota Star Tribune. Read the full article: https://marksgroup.com/what-an-average-year-for-the-stock-market-really-means/

12/30/2025

Our Chief Investment Officer, Ben Marks, is (again) one of six local financial professionals selected to participate in Star Tribune's annual roundtable discussion. See how Ben’s outlook compares to our peers and his thoughts on the year ahead. Read the full article:http://marksgroup.com/wp-content/uploads/2025/12/Star-Tribune-Investors-Roundtable-2026.pdf

12/29/2025

Many people have concerns about gifting money during their retirement years because they don’t want to run out of money. But a proper gifting strategy will benefit everyone involved. We highlight the reasons in this month’s column for the Star Tribune. https://marksgroup.com/retirees-dont-wait-until-death-to-implement-gifting-strategies/

11/24/2025

Maximizing your odds of financial success isn’t only about picking the right stocks. Make your portfolio more efficient with some year-end clean-up. More in our latest Star Tribune column. https://marksgroup.com/as-year-end-approaches-check-in-on-your-finances-with-this-to-do-list/

10/21/2025

The AI spending boom continues to drag stock prices and valuations higher. Does that mean we are destined for another Tech bubble? Is it here already? We lean into the bubble talk in our latest column for the Star Tribune. https://marksgroup.com/what-the-dot-com-bubble-can-teach-investors-worried-about-an-ai-burst/

Address

4350 Baker Road Ste 245
Minnetonka, MN
55343

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 3:30pm

Telephone

+19525826100

Website

https://marksgroup.com/

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