Darold Mark offers customized and holistic wealth management services for individuals, families, businesses, and institutions. Our services range from personal investment portfolios to providing assistance with 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.

Pre-Retirement Planning

Retirement is a goal that many of us have but what it means to be “retired” is unique to each of us. For some of us, the thought of retirement planning and saving for our golden years seem daunting. Do you know if you can feasibly and sustainably live on thirty years of retirement income? The average lifespan has increased, and will continue to do so - thanks to modern medicine and healthier lifestyle choices. Not many people understand that it may be likely they will quickly deplete their retirement nest egg if they don’t make significant changes to lifestyle choices. Fortunately, we have a methodology whereby we analyze your “retireability” very early on in your lifecycle so you have the advantage of time to make key financial decisions leading up to your retirement date. Using innovative planning tools coupled with our expetise, we will develop a highly customized and comprehensive Financial Plan to help you navigate and proactively plan for the best years of your life.

Planning Services:

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

Wealth management services include:

  • Wealth Preservation Strategies
  • Income Strategies
  • Portfolio Design
  • Asset Allocation
  • Multigenerational Strategies

Financial planning services include:

  • Tax Strategies
  • Gifting Strategies
  • Entrepreneurial Family Relationships
  • Succession Planning
  • Trust and Estate Planning Strategies
  • Retirement Planning

Account Services

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