One Team, Fully Invested in Your Future
When retirement, investments, taxes, and major life decisions start to overlap, it’s easy to feel uncertain about what to do next.
We act as your personal CFO, bringing every part of your finances together so you can see how each choice impacts your income, your timeline, and your future.
Wealth Management Services
Your finances are shaped by the choices you make every day. Over time, decisions around retirement, investments, taxes, and how you use your wealth start to carry more weight.
As your personal CFO, Marks Wealth Management helps you connect retirement planning, investments, taxes, and long-term goals within one coordinated strategy. Instead of treating each question separately, we help you evaluate how everything works together over time.
Our Approach to Financial Planning & Investment Management
Your financial decisions don’t happen in isolation. Our approach brings planning, portfolio oversight, and ongoing guidance together, so your financial life continues to work as your needs and the markets change.
CFP-Led Financial
Planning
Your strategy is built by our Certified Financial Planner (CFP), with each decision evaluated in the context of your full financial picture. Retirement timing, income, taxes, and long-term goals are brought into one plan.
Market Analysis & Risk Evaluation
Your portfolio is supported by ongoing market analysis from a Chartered Market Technician (CMT). We evaluate trends, manage risk, and make informed adjustments as conditions change.
Continuous Portfolio
Oversight
Your strategy is actively monitored, not set and forgotten. We actively review your portfolio, income needs, and positioning, making adjustments to keep your goals and financial plan aligned.
Explore Our Services
Explore each service to see what fits your needs.
Retirement & Social Security Planning Services
Plan when to retire, how to draw income, and when to claim Social Security.
Investment Management Services
Manage your portfolio with active oversight and ongoing adjustments.
Risk Management Services
Match your risk to your goals, not the market’s mood.
Tax Efficiency Strategies Services
Manage taxes across your income, investments, and retirement withdrawals.
Legacy & Estate Planning Services
Plan how your wealth transfers to family, causes, and future generations.
Our Process
The best financial decisions start with a clear understanding of your goals, your current position, and then understanding the path ahead.
Our process is built around bringing clarity, transparency, and ongoing guidance to every stage of your financial future.
Goal Orientation
We start by getting to know your goals, priorities, and ambitions so every recommendation begins with what matters most to you.
Financial Review
We review your accounts, investments, and contributions to give you a clear picture of where you stand and where you can improve.
Planning & Forecasting
We build a forward-looking plan around your retirement timeline, cash flow needs, and future income sources to map the financial path ahead.
Strategic Guidance
We present clear recommendations and give you full visibility into your plan so you can understand each financial decision and move forward with confidence.
Implementation
We execute your plan with careful coordination and clear communication at every step.
Active Monitoring & Review
We coordinate reviews of your holdings, contributions, and investment strategy with thoughtful adjustments as your life evolves.
Who We Serve
Financial planning is most effective when it fits your life. We partner with individuals, families, and professionals who want thoughtful guidance, a long-term relationship, and a strategy built around the decisions that matter most.
Individuals & Families
We work best with individuals and families who have at least $1M in investable assets and want a trusted partner to help guide meaningful financial decisions over time.
From retirement planning to day-to-day wealth decisions, we help ensure each financial move supports your broader strategy and long-term goals.
Business Owners & Corporate Executives
Business owners and corporate executives face complex financial decisions, from equity compensation and concentrated positions to retirement planning and tax strategy.
We serve as your personal CFO for your financial life, helping you coordinate those moving pieces so each decision supports your long-term objectives.
Johns Hopkins Personnel
Johns Hopkins faculty, staff, and researchers often have access to strong benefits, but making the most of them takes specialized planning.
We help you evaluate your options, optimize retirement and benefit elections, and build a strategy that works in step with your institutional benefits and long-term plans.
BGE/Exelon Employees
BGE/Exelon employees often have valuable pension and benefit structures, and with the right planning, we can help you make the most of them.
We help coordinate retirement benefits, pension decisions, and broader wealth strategies so your employer-sponsored plans support the life you want now and in the years ahead.
What Our Clients Say
Have been with MWM since retiring in 2022 and it’s one of the best financial decisions I’ve ever made. They have solid investment strategies with expert analysis that adapts to the ever changing markets in order to grow your portfolio. This coupled with regular communications and support have made the financial side of retirement a piece of cake. So, check out MWM and make your life easy.
Cary Allen
The entire Marks Wealth Management team is great to work with. Since investing with them, my portfolio has steadily increased and reaffirms what a great decision it was to trust them with my portfolio.
Donnie Halloway
As an older retiree, I have depended on Charles and his team to help keep me as independent as possible. I am one of the few among my friends who doesn’t seem to have money worries. Special thanks to Catherine and Taylor for all your care.
Jan Dove
I’ve been with Charlie MWM for 11 years now and could not be more pleased. His staff is very attentive, knowledgeable and professional. In a word …outstanding!
Joe Karl