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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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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

Looking Ahead to 2019

Another year is drawing to a close, but so far neither market volatility nor market-moving headlines have shown any signs of winding down….

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Market Week: November 19, 2018

Volatility best describes last week in the market, as each of the benchmark indexes listed here lost value. Apparently, investors may be having trepidations about ongoing business growth and fear that the economy is slowing.

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