MKS Wealth Management

At MKS Wealth Management, we believe that understanding the complexities of the financial world is crucial to successfully achieving your goals. Our team of professionals is dedicated to providing you with the guidance and expertise you need to make informed decisions. We take pride in our commitment to delivering exceptional service, and we strive to build long-lasting relationships with our clients.

Our Story

Founded in 2010, MKS Wealth Management was created to offer clients objective, independent financial advice. Our team, led by our CEO, Michael K. Sharples, CFP, has decades of combined experience in the financial industry. With this expertise, we assist our clients in creating a tailored strategy that aligns with their unique needs and goals.

Our Services

At MKS Wealth Management, our comprehensive services include:

• Retirement Planning: We help our clients create a sustainable retirement income plan that suits their lifestyle and goals.
• Investment Management: Our team utilizes a variety of research analysis to assess investment options, ensuring that our clients' assets grow and prosper.
• Estate Planning: We provide guidance on wills, trusts, and other essential documents to ensure the well-being of our clients and their loved ones.
• Insurance: We offer insurance solutions to protect our clients against unforeseen events and ensure their financial stability.

Our Team

Our team consists of dedicated professionals with a deep understanding of the financial industry. Our CEO, Michael K. Sharples, has extensive experience in the industry, and our administrative assistant and operations manager, Rebecca Worden, provides exceptional support to our clients.

Our Process

At MKS Wealth Management, we believe that understanding your financial situation is vital to creating a successful strategy. We take the time to listen to your goals and concerns, and we work closely with you to develop a plan that aligns with your unique needs.

Our Core Values

At MKS Wealth Management, we believe that trust, honesty, and integrity are essential to building strong relationships with our clients. We are committed to delivering exceptional service, and we strive to exceed our clients' expectations.