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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

About Mark Wade 

Mark Wade has more than 40 years of experience advising pre-retirees and retirees. He is passionate about addressing the whole picture of his clients’ financial lives and helping them streamline their financial affairs.

Mark graduated from Fairleigh Dickinson University with a BA in economics. In addition, he completed the IMCA Investment Management Analyst Program at the Wharton School, University of Pennsylvania, and earned his certificate in Personal Financial Planning from the Metropolitan State College of Denver. He has gone on to earn numerous professional designations, including Accredited Investment Management Consultant (AIMC), Certified Senior Advisor (CSA), Certified Income Planner (CIP) and Advanced IRA Rollover & Distribution Expert.

He is active within the financial community, having served in several capacities for the following organizations: International Association for Financial Planning, National Society of Public Accountants, Institute of Investment Management Consultants, Investment Management Consultants Association, Society for Financial Awareness, and the National Society of Financial Educators. 

Outside the office, Mark is an avid sportsman. In 1992, he set two world records to win the main event at the Grand American World Trapshooting Championships. One of those world records still stands today.

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most tax efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.