Broker Check

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

Service Summary

Darold Mark offers customized and holistic wealth management services for individuals, families, businesses, and institutions. Our services range from personal investment portfolios to managing corporate retirement plans. We see our roles as your family’s personal Chief Financial Officer, working closely with your accountants, attorneys, and other professional services to manage your long-term viability.

Account Services

  • Historic performance evaluation and comparison
  • Complete portfolio and investment policy development
  • Strategic asset allocation
  • Personalized performance measurement, monitoring and reporting

Planning Services:

  • Risk Management
  • Investment Management
  • Retirement Planning
  • Estate Planning  
  • Tax Strategies

Insurance Services:

  • Life Insurance for income replacement and mortgage payoff
  • Disability Income Protection
  • Business Insurance to secure a loan or fund a buy-sell agreement
  • Business Health Insurance for employees