Adam Mark

2000 Winton Road South
Building 4A, Suite 206
Rochester, NY 14618

Building, Managing, Preserving Your Wealth

Wealth Management Group, LLC | Financial Advisor in Rochester ,NY

About Wealth Management Group, LLC

Wealth Management Group, LLC is an independent financial services firm serving
individuals, families, and businesses with a integrated and full range of financial,
risk-management and insurance services since 1998. As an independent firm, we
have only our clients to answer to. Our topmost concerns are helping our clients
navigate through life?s milestones, reach their financial goals, and achieve peace of
mind across all facets of wealth management, no matter how simple or complex.

At Wealth Management Group we understand that achieving financial success is
more than about money, it?s about life. Our Financial advisors are dedicated to
building, managing and preserving a client?s wealth at every stage in life.

Our objective, integrated and individualized mix of services are fully aligned to give
our clients the greatest opportunity to achieve long-term success. Clients can
choose to utilize our full suite of services, or can select individual components. Our
offerings include:

? Financial Plans
? Retirement Plans
? Business Owner Plans
? Investment Strategies
? Tax Management
? Insurance Portfolios
? Estate Plans
? Debt Reduction Strategies
? Wealth Protection
? Personal Guidance

6 Years of Experience



General Information
Firm Start Year:   1998
No.of Employees:   5-9
Insurance License#:   LA 113553
Name of Broker/Dealer:   American Portfolios Financial Services Inc.
States Licensed in:   NY, TX, AZ, PA, NJ
Number of Years with Current Firm:   6
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Options & Futures , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Commodities
I can meet clients in the following ways:   Via phone , At your home , At my office , At your office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life , Health , Accident
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Rochester Young Professionals


Firm Information
Firm's Number of Clients:   150
Firm's Number of Managed Clients:   100
Assets Managed by Firm:   $52,000,000
Advisor's Number of Clients:   75


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an 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


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets , Flat Fee , Commissions , Hourly


Education
B.B.A. - Financial Planning - Financial Planning  Alfred State College - Alfred, New York
September 2005-January 2008



FAQs


DISCLAIMER

Securities offered through American Portfolios Financial Services Inc., Member FINRA and SIPC. Investment advisory services offered through Wealth Management Group, LLC and also American Portfolios Advisors Inc., an SEC Registered Investment Advisor. WMG, APA and American Portfolios Financial Services Inc. are independently owned and operated.

Adam Mark

Adam Mark

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


ADAM MARK, CFP: Adam is a Certified Financial Planner? and Wealth Management
Group, LLC?s Director of Financial Planning.

Adam accepted a position with Wealth Management Group, LLC in 2008. His success as
a financial planner has emanated from an unwavering commitment to professionalism
and personal service. He is dedicated to learning about a client?s personal goals and
priorities, then, works together with them to build a custom-tailored financial security
plan that best fits their most meaningful financial goals.

Adam specializes in working with individuals, entrepreneurs and multiple generations
of families helping them in areas such as retirement planning including 401 (k) and
403 (b)planning, estate planning, college funding, insurance, investments, professional
money management, asset allocation and executive planning.

As a trusted advisor and ally, Adam provides clients with peace of mind as they build
the kind of future they want for themselves and their family.

My Team


Douglas Conoway

CFP, ChFC

Adam Mark

CFP

Communities Served

Avon Bergen
Bloomfield Brockport
Caledonia Canandaigua
Churchville Clifton Springs
Fairport Farmington
Geneseo Hamlin
Hemlock Henrietta
Hilton Honeoye Falls
Ionia Lakeville
Le Roy Lima
Livonia Macedon
Manchester Marion
Mendon Newark
North Chili Ontario
Palmyra Penfield
Piffard Pittsford
Rochester Rush
Scottsville Shortsville
Spencerport Victor
Walworth Webster
West Bloomfield West Henrietta
Williamson

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

Social Networks


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