Welcome to Wealth Partners. Our advisory firm provides unbiased independent advice and management to a limited number of clients. Our mission is to be the trusted advisor for all aspects of our clients financial lives.
We integrate a broad range of products and services into comprehensive investment solutions. We serve our clients to help with wealth management, income distribution, asset management, & protection with insurance.
People are realizing the damaging effects a volatile stock market can have on their investment and retirement portfolios. Investors are recognizing the "buy and hold" investment strategies that flourished in the past, provide little protection from loss in today's uncertain economic climate. This economy is too volatile to simply buy and forget. Investors are unwilling to take the downside volatility the stock market has experienced over the past decade.
Many of our clients have relied on us to take appropriate action to help manage risk when the market declines. Our clients are seeking consistency in their investment strategy and ultimately they are turning to us to help them achieve their investment objectives.
General Information |
| Firm Start Year: | 2003 | |
| No.of Employees: | 2-4 | |
| Insurance License#: | 90547 |
| Name of Broker/Dealer: | Parkland Securities, LLC |
| Name of Custodial Firm: | National Financial/ Fidelity |
| Number of Years with Current Firm: | 16 |
| I work with the following types of clients: | Individual Investors, Businesses |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs) |
| I can meet clients in the following ways: | Via email, Via phone, At my office, At your home, Video Conference, At your office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Annuity, Variable Annuity, Variable Life, Long Term Care |
Firm Information |
| Firm's Number of Clients: | 200 |
| Firm's Number of Managed Clients: | 150 |
| Assets Managed by Firm: | $100 million |
| Advisor's Number of Clients: | 200 |
| Advisor's Number of Managed Clients: | 200 |
| Advisor's Number of Planning Clients: | 125 |
| Assets Managed by Advisor: | $100 million |
Compliance |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based (Fee and Commissions) |
| Additional Details on Charges: | Wealth Partners Inc. is a fee based Wealth Management Firm. We charge a fee for the management and planning of our clients accounts. |
| Bachelor of Business Administration - Economics & Finance |
New Mexico State University - Las Cruces New Mexico
1972-1977 |
Mark established Wealth Partners Inc. in 2003 with the desire to provide unbiased financial services to meet the challenges of today's investors on an individual basis. With over 42 years of experience, he has navigated through the last 5 major market meltdowns. The knowledge gained through this experience has given Mark the perspective to not only plan for the best of markets, but also for the inevitable worst of market conditions. When establishing a sound financial strategy, the importance of avoiding losses has been proven to be a greater long term value than trying to pick market winners.
Financial Planning for Individuals |
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We have a clear and distinct process for our clients. We identify risk, create portfolio's to match that risk. Discuss personal, family and financial goals. Living needs,LTC needs, and generational planning. |
Insurance Planning |
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Life Insurance as an integral part of our financial planning process. We use it as an investment instrument to provide for an unexpected loss of income, tax free transfer of wealth, and long term / chronic care. When modeled correctly, it is an essential financial asset. |
Portfolio Management |
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We utilize The Market Movement Strategies approach. This strategy seeks to diversify a client's portfolio and helps to insulate it from the unpredictability of market cycles. It serves as a guide during the "construction" of their portfolio and enables us to set realistic expectations. Proper expectations are fundamental to long term investment success. |
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
| Not Provided |
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