wiseradvisor


Mark I Bailey
Select Wealth Advisers

Tel: 702-888-3280
2450 St. Rose Pkwy, Suite 210
Henderson, NV 89074
Select Wealth Advisers | Financial Advisor in Henderson ,NV

About Mark I Bailey

I am not your ordinary investment advisor. With access to Nobel Prize-winning strategies and asset management structures usually reserved for institutional clients, I help investors grow their portfolios while offering protection during volatile markets.

Unlike other advisors, we're true fiduciaries - which means we're not tied to specific investment or insurance products. Instead, we build asset structures that are specifically designed for each client's goals, life strategies and risk tolerance.

My focus areas:

1. Retirement & Investment Planning: 401k Rollovers, IRA's, ROTH's and Annuities, etc. I also evaluate your employer 401k's so that your allocations match your risk tolerance.

2. Personal Financial Risk Management: I build current life, disability and long term care insurance plans which provide the optimal mix of protection and asset appreciation.

3. Tax Efficiency: I structure a financial plan which reduces both your current and future tax liabilities.

4. Estate, Trust and Succession Planning: I structure your estate to protect both your assets and your legacy.

Select Wealth Advisers is a full service, fiduciary advisory firms which helps our clients design a full financial plan for preserving, protecting and growing their wealth. Our relationship with each client is deeply personal, as we guide you through a relaxing process designed to structure your assets to deliver asset appreciation within your personal risk tolerance.

**Investment Advisor Representative, Integrated Advisor Network, LLC., a Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments, a broker-dealer, member FINRA/SIPC. Select Wealth Advisers and Purshe Kaplan Sterling Investments are not affiliated.


About Select Wealth Advisers

Full Service Financial Advisory firm specializing in portfolio management and retirement income planning.

Talk to an Advisor and GET ANSWERS   
      

General Information

Firm Start Year:   2012
No.of Employees:   5-9
Number of Years with Current Firm:   2
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced:   Korean
Advisory Services Provided:   Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Investment Advice & Management, Insurance Products & Annuities, Money Management

Services

Investment Types:   Bonds, Mutual Funds, Annuities, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Your Home, Video Conference, Your Office, Via Phone

Qualifications & Memberships

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

Firm Information

Assets Managed by Firm:   $105,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Commissions, Based on Assets

Talk to an Advisor and GET ANSWERS   

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:00 AM - 4:00 PM
Tue. 8:00 AM - 4:00 PM
Wed. 8:00 AM - 4:00 PM
Thu. 8:00 AM - 4:00 PM
Fri. 8:00 AM - 1:30 PM

Communities Served

Henderson Las Vegas

Social Networks

tweeter facebook linkedin
brokercheck

Nearby Financial Advisors View All Financial Advisors In Nevada