Welcome to Benchmark Wealth Management

We are a deeply experienced Wealth Management firm serving a select group of clients both locally and across the country. Our mission and passion is to provide personalized attention and top notch results to our clients by helping them define and pursue what is most important in their financial lives. Our commitment to this mission is defined by three core principles, which represent the reasons our clients choose us.

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Client-Centered Approach

  • Thoughtful and thorough discovery helps clients uncover, clarify, and prioritize their goals.
     
  • A tailored plan is developed based on a thorough evaluation of clients’ current financial position and roadmap for the future.  
     
  • Individualized recommendations that are designed to help simplify the complex and ease decision making.

Benefit: A feeling of confidence and empowerment that comes from having a clear picture of today and strategy for tomorrow.

Tailored Strategies

  • Experience, expertise and a team approach allow for diverse perspectives and innovation.
     
  • An investment philosophy centered on risk management that allows for strategies tied to each client’s needs and goals.
     
  • The ability to work with other professionals and leverage resources on our clients’ behalf.

Benefit: A feeling of comfort, knowing that a deep and experienced team is here for the long haul and is acting as a steward and advocate.

 

Closeup of diverse people joining their hands

Service Commitment

  • Working with only a select group of clients allows for accessibility and responsiveness.
     
  • Ongoing communication helps clients understand their progress toward their goals and assists us in anticipating future needs.
     
  • Immersing ourselves in our clients’ lives and interests helps create a caring, supportive relationship.

Benefit: Clarity that comes from a relationship that is thorough, personal and centered on what matters most to our clients

Services

 

Financial Planning

We offer our clients a comprehensive financial planning approach to guide them towards maintaining financial health and putting them on a path to financial independence. Whether it’s a complex financial plan or an essential planning need, our services are always aligned with our clients’ priorities.
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Asset Management

We take time and employ specialized tools and processes to understand your investment needs and utilize timely and appropriate wealth management strategies to pursue your short and long-term objectives. We have a fiduciary focus and strive to provide professional, objective, and independent advice, placing your needs and interests first.
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Our Team

 Our independence allows us to put our focus where it belongs – on our clients.

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