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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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? 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: October 3, 2022

Each of the benchmark indexes listed here lost value last week, as investors continued to worry about the impact the Federal Reserve policies will have on the economy.

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Better Times to Come

In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates…

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