wiseradvisor

Mark W Thompson AIF®, RICP®
Wealth Partners, Inc.

Tel: (303) 790-7443
6312 South Fiddlers Green Circle
Suite 300E
Greenwood Village, CO 80111

More Money is Made by Avoiding Losses than Picking Winners!

Wealth Partners, Inc. | Financial Advisor in Greenwood Village ,CO

About Wealth Partners, Inc.

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, Exchange Traded Funds (ETFs), Annuities, Stocks, Insurance
I can meet clients in the following ways:   Via email, Video Conference, Via phone, At my office, At your home, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Variable Annuity, Long Term Care, Life, Annuity


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
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.


Education

Bachelor of Business Administration - Economics & Finance  New Mexico State University - Las Cruces New Mexico
1972-1977



Disclaimer

Securities offered through Parkland Securities, LLC. A registered broker/dealer. Member FINRA, SIPC. Fee based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.

Mark W Thompson AIF®, RICP®

Mark W Thompson AIF®, RICP®

AIF®, CSA®

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.

see more

My Services

Financial Planning for Individuals

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

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

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.


My Team

Sandy Cooper has a strong background in the financial field with over 20 year's industry experience. She started her career in the banking industry excelling in various roles and responsibilities from customer service as a teller to being a key player in the start up of a commercial bank in Broomfield, Colorado. Sandy shifted here talents to the investment services area, where she helped two financial advisors establish and run their practices. The experience and knowledge she gained during t ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Not Provided

Social Networks

tweeter facebook linkedin