Brett Angel

Marks Group Wealth Management is a Registered Investment Advisory firm based in Minnetonka, MN. We have a fiduciary responsibility to manage investments and provide financial advice with our clients' best interests always the top priority. Our investment strategies are based on three principles: TRANSPARENCY What you see is what you get. In our 5 Model Portfolios we own stocks, bonds, exchange-traded funds (ETFs) and mutual funds. Your investments are held in separately managed accounts where you see all the “moving parts” of any transactions. Your management fees are fully disclosed and all-inclusive. We regularly update and communicate our firm’s biases and outlook, which drive our investment decisions. LIQUIDITY We invest only in securities that have daily liquidity and pricing. We do not use hedge funds, structured notes, private placements, or other less liquid holdings that in our opinion are not in the best interest of most high net worth investors. PROXIMITY The more middlemen between you and your money, the higher the probability of an unanticipated outcome. At our firm, you speak directly with the decision makers who know what you own and why you own it. Investment advice offered through Marks Group Wealth Management, a Registered Investment Advisor. For a list of states in which the financial consultants affiliated with Marks Group Wealth Management are registered to do business, please visit www.marksgroup.com