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 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.

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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? Does 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 14, 2022

Stocks rebounded from a sluggish start to close last week higher. Investors continued to rally behind equities on the hope that last week’s soft inflation data…

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Looking Ahead

October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month.

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