wiseradvisor

Mark D  Felt
Lignum Wealth Management

Tel: (781) 334-8060
500 Edgewater Drive 511A
Wakefield, MA 01880
Lignum Wealth Management | Financial Advisor in Wakefield ,MA

About Lignum Wealth Management

At Lignum Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm!

Happiness and security in life are built on a few key factors…Family, Occupation, Recreation, and Money.

The time you spend with family, the fulfillment you get from your occupation and the enjoyment you realize from your various recreational activities can all be impacted by the worry and concern of how your hard-earned money and assets are being managed. We want you to be able to optimize the first three factors in pursuing happiness and security today by allowing us to worry about the future of your financial security. #PlanToAchive your family, occupation and recreational goals by working with Lignum Wealth Management.


General Information

Firm Start Year:   2013
No.of Employees:   2-4
Number of Years with Current Firm:   5




Disclaimer

This communication strictly intended for individuals residing in the states of CA, CO, FL, IA, MA, MD, MO, NH, OR, RI, VA, and WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.Review our Terms of Use: https://www.commonwealth.com/termsofuse.html

Mark D  Felt

Mark D  Felt

Mark Felt is a founder and managing partner of Lignum Wealth Management. Mark was born and raised in Massachusetts and has called Waltham home all his life. Today Mark is lucky enough to live in the very neighborhood he grew up in, allowing him to recount great childhood memories while making new ones living with his fiancé, Kelly, daughter, Livia and golden retriever, Brady. Living in Waltham his whole life has allowed Mark to develop a strong sense of community, relationships and trust. All of which he prides himself on incorporating into his work with each one of his clients.

Mark began his career working at Ameriprise Financial Services in 2003. After 11 years focusing on providing clients with exceptional services and expert advice on investment, retirement, tax, estate planning, and other wealth management issues, he branched out and founded Lignum Wealth Management with his partners. Today, Mark brings his expertise, experience, focus on relationships, and trustworthiness to his clients to help them not only reach their financial goals but also to help them feel confident about their future.

Outside of Lignum Wealth Management, Mark serves on the Waltham Youth Baseball programs Board of Directors, as well as spearheading the Michael J. Soly Memorial Scholarship Fund and Robert P. Felt Memorial Scholarship Fund in memory of his brother, a Waltham firefighter. In both cases, Mark is largely involved in the fund-raising, selection, and distribution of yearly scholarships to deserving candidates.

My Team

Christopher Wakeman
Christopher Wakeman
Christopher Wakeman is a founder and managing partner of Lignum Wealth Management. After growing up in Westchester, New York, Chris planted his roots in the area in 1997 when he attended Northeastern University. He thanks the university not only for his education but also for introducing him to his wife, Anne. After 20 years and counting of marriage, they have two beautiful children, Vivian and Carter. Family is everything to Chris, and today they live in Boxford, Massachusetts, ...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