top of page

​Mark and his team focus on private wealth management for high net worth individuals and institutions.  Always independent, objective and unbiased, Mark's clients know that the advice, platforms and services offered have the client's best interests at heart, and only the client's goals in mind.  

 

Clients have said that Mark acts as their personal CFO, helping them make informed and prudent financial decisions.  They've also complimented his team's attention to detail, high level of service, and personal touch. 

 

Mark continually seeks the opportunity for increased knowledge and higher education in the financial services industry.  He is a CERTIFIED FINANCIAL PLANNER TM, a Registered Financial Consultant® and an Accredited Investment Fiduciary®.

 

Mark isn't afraid of looking at things differently from the rest, and has been sought out by local and national media including CNBS, Fox 29, Bloomberg Business Week, Smart Money and The Wall Street Journal for his thoughts, comments and perspectives.

 

Mark previously was a First Vice President with Wells Fargo Advisors and Financial Advisor for UBS Financial.  Mark also spent 20 years in law enforcement; first as a Security Policeman in the United States Air Force, and then as the elected Pennsylvania State Constable for Newtown Township, Bucks County, Pennsylvania.  

 

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Attleboro Wealth Management are separate entities from LPL Financial.

 

bottom of page