“At the end of the day we are client advocates, plain and simple.”
- Wayne C. McCullough, President, Benchmark Private Wealth Management
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.
- Comprehensive Wealth Planning
- Retirement Planning
- Education Planning
- Estate Planning & Wealth Transfer
- Insurance Consulting
- Trust Services
- Charitable Giving
- Business Valuation & Succession Planning
Benchmark conducts a thorough review of your goals, risk tolerance, and needs to create a customized investment solution for you and your family. 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.
- Portfolio Construction
- Performance Reporting
- Investment Research
- Cash Management
Business Retirement Services
We will construct and manage your company's retirement plan by providing fiduciary oversight and educating employees to make the most of their plan. Our independent model allows us to lower participant fees, reduce fiduciary liability, and increase employees’ chances of meeting their retirement goals.
- 401(k) Construction, Analysis and Implementation
- 403(b) Charity/Foundation Management
Want us to grade your company 401(k)? Let's Talk