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

Market Week: January 22, 2019

Rhetoric that trade tensions between the United States and China may be easing helped quell investors’ concerns, prompting a stock market rally last week.

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Market Week: January 14, 2019

For the third straight week, stocks posted positive returns by the close of last week. Each of the indexes listed here gained at least 2.40%, with the small caps of the Russell 2000 zooming up by almost 5.0%.

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Market Week: January 7, 2019

Stocks posted solid gains by the close of the first week of the new year. A favorable jobs report helped push the benchmark indexes listed here higher last Friday…

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