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 * Find an advisor
 * / Charles N. Marks

FINRA Broker Check


CHARLES N. MARKS



CEO | Portfolio Manager

Marks Wealth Management

1 Park Place Suite 500Annapolis, MD 21401
https://www.markswm.com/
(410) 934-1199
Charles@MarksWM.com
Contact

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ABOUT

Forbes Magazine ranked Charlie #4 in 2020’s Top Next-Gen Wealth Advisor and #46
in 2020’s Top-In-State Wealth Advisor list for the state of Maryland. Charlie
has a proven track record of strong financial performance with his clients.
Since launching their list, Forbes Magazine h...Read More


CLIENTELE

250

Client Households

$3m

Typical Net Worth

$2m

Typical Account Size

100%

Retention Rate

$300k

Account Minimum

Profile last updated Aug 9, 2022.


POPULAR SERVICES OFFERED

Financial planning

Advice on investment plans for managing cash flows, reducing liabilities, saving
for retirement, etc.

Philanthropic services

Advice on maximizing charitable impact.

Trust & estate planning

Advice on future trust and estate planning

Retirement planning

Advice on determining retirement income goals, and the actions and decisions
necessary to achieve those goals.


TEAM

Charles N. Marks, CEO & Portfolio Manager

Catherine M. Cavalier, CFP, RSSA, Principal Financial Planner

Taylor L. Achille, Complex Director

Marshall S. Miller, Financial Advisor


COMMUNITY INVOLVEMENT



BARCS - Baltimore Animal Rescue and Care Shelter (BARCS)




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SUMMARY

Team Size:4Team Assets (Self Reported):$325mYears Experience:11Years in Current
Firm:2Financial Planning:Yes


CLIENT BASE

Retail, High Net Worth


CERTIFICATIONS

CFP ®

Marks Wealth, LLC is a registered investment adviser. Information presented is
for educational purposes only and does not intend to make an offer or
solicitation for the sale or purchase of any specific securities, investments,
or investment strategies. Investments involve risk and, unless otherwise stated,
are not guaranteed. Be sure to first consult with a qualified financial adviser
and/or tax professional before implementing any strategy discussed herein. Past
performance is not indicative of future performance.

--------------------------------------------------------------------------------

Profile pages in Barron’s are available to: (i) all Barron’s actively ranked
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Advisor Finder profile and have applied for a Barron’s Advisor ranking within 18
months or who are registered with the SEC, have at least 25 years of experience
as a financial advisor and have no violations on their financial advisor record.
Data from unranked advisors is derived from such advisors who have purchased a
Barron’s Advisor Finder profile.

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