We can help you Build, Protect, and Transfer your Wealth
I started in the Industry in 1994. I have obtained Series 7, 24, 63, 65 and All Insurance licenses. I'm currently working on obtaining my Accredited Investment Fiduciary or AIF designation.
In helping you BUILD your Investments I use several factors:Regulatory oversight, Minimum Track Record, Stability of Organization, Assets in the Investment, Composition consistent with Asset class, Style Consistency, Expense Ratios/ Fees relative to peers, Risk-adjusted performance relative to peers, performance relative to peers.
In my opinion, Mark Wiseman is one of the Premier Estate and Business Planning Consultants in the Country. By being a Forward looking holistic planner Mark and I will make sure you're prepared for future Financial pitfalls that could potentially derail decades of savings and investing.