Benchmark Wealth Management

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

Welcome to Benchmark

Like most successful people, you continually strive to make smart decisions that have put you to where you are today. Financial success has brought you many things, including the responsibility of managing them. The fact is, the more wealth you have, the more time and knowledge it takes to manage it.

management

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Learn about our unique
Wealth Management System

by watching this video.

Do You Know Your Number?

What is your risk tolerance? Do your portfolio really reflect your tolerance level? Contact me and have your portfolio analyzed to see if there is a match.

Recent News

Market Week: November 5, 2018

Stocks posted a solid week of returns for the first time in several weeks, pulling all but one of the major benchmark indexes listed here into positive territory for the year to date.

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Market Week: October 29, 2018

The benchmark indexes suffered another sharp decline last week. Each of the indexes listed here lost value, led by the Global Dow. The S&P 500 and the Nasdaq could be nearing a correction (down more than 10% from recent peaks) following last week’s drop.

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Market Week: October 22, 2018

After a sweat-inducing ride on Wall Street last week, several earnings reports helped ease some of the pain in domestic large caps by Friday’s close.

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