The IPA is honored to have Benchmark Private Wealth Management join the IPA community. Please take a few minutes to learn about their company, and how they can help your business. Welcome Benchmark Private Wealth Management!
Benchmark Private Wealth Management
Benchmark Private Wealth Management offers its clients a variety of financial solutions, including:
Comprehensive Wealth Planning
Retirement Planning
Education Planning
Estate Planning & Wealth & Transfer
Insurance Consulting
Trust Services
Charitable Giving
Business Valuation & Succession Planning
Portfolio Construction
Performance Reporting
Investment Research
Cash Management
Construction, Analysis and Implementation
Charity/Foundation Management
Business Mission
Our approach is grounded in a balanced, long-term, diversified philosophy that allows us to take advantage of opportunities in the markets. We focus on what we can control as opposed to worrying about what we can’t so that our clients sleep well at night. We operate on an open-architecture platform where we can invest in stocks, bonds, real estate, energy, private equity, hedge funds, and other unique alternatives. Being an independent firm, we are not incentivized by certain products or solutions. Instead, we are solely concerned with helping you attain your goals.Think of us as your personal CFO, offering guidance and advice for everything that touches your financial life. Our expertise combined with our broad network of financial specialists mean no situation is too complex.
For More Information:
Wayne McCullough
President
214-474-2190
wayne@benchmarkpwm.com
