Since 2004, Benchmark Wealth Management has specialized in providing comprehensive wealth management services to individuals, families and businesses. Our team is committed to serving our clients as unique partners, requiring individual strategies and well thought out plans to empower them towards their desired outcomes. Above all else, we value the relationships and trust that we build.
Asset Management Services
We understand your investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term objectives. As fiduciaries to our advisory clients, we also provide advice customized to your unique circumstances, placing your needs and interests first.
Financial Planning Services
We offer our clients a comprehensive financial planning approach to guide them towards maintaining financial health and accomplishing multiple financial goals. Whether it’s a complex financial plan or an essential planning need, our services are always aligned with our clients’ current priorities.
- Time Horizon
- Risk Tolerance Assessment
- Asset Allocation
- Research and Investment Selection
- Rebalancing
- Gain / Loss Tax Harvesting
- RMD Guidance
- Ongoing Monitoring and Review
Hourly Planning / Service Rate = $300 (billed in 15 minute increments).
Education Planning, Social Security Analysis, “Stand Alone” plans and reports. Non-client death and distribution processing, etc.
