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M R K Group

OUR MISSION STATEMENT

Excellence in family wealth planning for your family’s unique goals

Our Story and Services

About Us

Whether you’re planning for your retirement, to fund education for your children or grandchildren, to buy a vacation home, to address health care needs or to leave a legacy for the next generation, you need a wealth strategy that will serve as the roadmap to your future.

Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.

Services Include

  • Wealth Management
  • Asset Management
  • Annuities
  • 401(k) Rollovers
  • 529 Plans
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Financial Planning
  • Retirement Planning
  • Wealth Consulting


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 330 Fellowship Rd Ste 400
  • Mount Laurel, NJ 08054


    Goals Planning System | GPS

    Compiling a full financial picture — that takes both your life goals and your life stage into consideration — is the starting point to a meaningful goals-based retirement analysis.

    GPS Profile Form


    Second Opinion Service

    Complimentary Second Opinion Service – The MRK Group at Morgan Stanley
    Exclusively for friends, family, and associates of our valued clients

    In this challenging economy, you probably know a friend, a family member, or a colleague who may be in a complex situation or just unhappy with the advice from their financial advisor – it’s not uncommon.

    In order to help the people you care about achieve their financial goals, we have created our complimentary Second Opinion Service. We’re pleased to offer your friends, family, and associates some of the same experience and guidance that you’ve come to expect as a valued client of The MRK Group.

    Redefining Wealth Management

    Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You’ll probably get ten different answers, and most are likely to be heavily focused around investing. As a client of The MRK Group, however, you benefit from a cutting-edge team that has a more comprehensive vision of wealth management.

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    A Consultative Process

    We approach each new engagement with a collaborative process. This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help meet them. As a valued client, you’ll recognize each of the five steps below and can offer a portion of our services, complimentary, to your friends, family, and associates.

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    What to expect from this new service?

    We will meet with your friends, family, and associates for a discovery meeting and then invite them back for a LifeView plan meeting. Hopefully, we can confirm they’re on track to meet their goals. If needed, we’ll suggest ways in which we might be able to help, which may include recommending another professional if we’re not a good fit for their needs. Either way, they’ll receive a complimentary LifeView Financial Plan along with a personal analysis of their current overall financial situation to take home.


    A LifeView Financial Goal Analysis or LifeView Financial Plan (“Financial Plan”) is based on the methodology, estimates, and assumptions, as described in your report, as well as personal data provided by you. It should be considered a working document that can assist you with your objectives. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no guarantees as to future results or that an individual’s investment objectives will be achieved. The responsibility for implementing, monitoring and adjusting your financial goal analysis or financial plan rests with you. After your Financial Advisor delivers your report to you, if you so desire, your Financial Advisor can help you implement any part that you choose; however, you are not obligated to work with your Financial Advisor or Morgan Stanley.
    Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using LifeView Goal Analysis or LifeView Advisor. When your Financial Advisor prepares and delivers a Financial Goal Analysis (i.e., when using LifeView Goal Analysis), they will be acting in a brokerage capacity. When your Financial Advisor prepares a Financial Plan (i.e., when using LifeView Advisor), they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. This Investment Advisory relationship will begin with the delivery of the Financial Plan and ends thirty days later, during which time your Financial Advisor can review the Financial Plan with you. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at http://www.morganstanley.com/ourcommitment/.


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    The investments and services listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.

    CRC 2113257 5/18


    Meet M R K Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact M R K Group today.

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    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures