Mission Statement - Dedicated to providing quality Wealth Management in a caring, friendly and professional environment.
Vision Statement - We believe that Wealth Management is about Protecting* your assets and income and Preserving your financial independence.
Our focus is to formulate and implement financial plans that help clients have control over their financial futures. We focus on developing a strategy for individuals who have concerns about outliving their assets and help them to keep up with the rising healthcare costs.
Services we provide include wealth accumulation strategies, income continuation planning, and financial planning for individuals and families. For small business planning we provide key person planning, employee benefit planning, and succession/continuation and exit planning.
Mark has successfully worked with many individuals and groups including:
- Non-profit organizations
- Corporate CEOs and CFOs
- Higher education professors and personnel
- Individuals in the private sector
- A variety of small business owners and employees
Mark received his Masters of Business Administration from the University of Denver in 1984 and his B.A. degree from Ohio Wesleyan University in 1982. Mark has also earned his Chartered Financial Consultant (ChFC®) designation in 1994 and his Chartered Life Underwriter (CLU®) designation in 1996. Mark is a member of the Denver Estate Planning Council.
Mark ran the New York Marathon in 2009 to raise money for the National Stroke Association and has been part of the Air Academy FCU team for the Courage Classic bike ride raising over $25,000 for the Children’s Hospital. Mark and his family live in Castle Pines, Colorado.
*Investing involves risk including loss of principal.
250 Clare Drive
Castle Pines, CO 80108
Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Western Wealth Management, a registered investment adviser. Castle Pines Wealth Management Group and Western Wealth Management are separate entities from LPL Financial.