Broker Check

DAROLD MARK
WEALTH & FINANCIAL PLANNING
1455 RESPONSE ROAD, SUITE 100
SACRAMENTO, CA 95815
916.641.8400

Find Strategies By Needs

Individuals, families and institutions come to Darold Mark to help them structure and work towards preserving their assets. Through financial and portfolio strategies, we can help you pursue your specific goals.

My Needs:

  • I have a need to preserve my wealth
  • I am experiencing an early influx of affluence
  • I just experienced a sudden windfall of wealth
  • I recently got divorced and need help managing my assets
  • I am a beneficiary of an inheritance
  • I want to leave a legacy for my family

Our Services:


My Needs:

  • I want to make a difference to an institution
  • I want to support a cause

Our Services:


My Needs:

  • I need to find the right insurance plan for my employees
  • I like to offer more retirement planning portfolio management options to my employees
  • I like to use a financial advisor for my retirement portfolio (401k/403b)
  • I like to refer my executives to a financial advisor who will listen to their unique needs

Our Services:


My Needs:

  • We need a firm to manage our institutional assets
  • We need a firm to coordinate strategy execution with our attorneys and accountants

Our Services:


Our commitment is to work diligently to help you pursue your dreams. Our goal is to help clients like you succeed and savor the best years of their lives.