Benchmark Wealth Management

At Benchmark Wealth Management, we build deeply personalized financial plans that empower our clients to achieve lasting financial security and fulfillment. We take a holistic approach, considering every aspect of your financial life - from investments and wealth management to estate planning and tax optimization.

Our Philosophy: A Partnership Built on Trust and Expertise

We believe financial planning should be a collaborative process, built on a foundation of trust and Expertise. Our team of experienced financial advisors works with you to:

• Understand your financial goals and aspirations through comprehensive financial planning sessions.
• Develop a personalized plan that aligns with your individual needs and circumstances.
• Implement strategies to achieve your financial goals through investment management, estate planning, and other financial solutions.
• Provide ongoing guidance and support, ensuring your plan evolves alongside your life and financial situation.

Our Approach: White-Glove Service, Every Time

We understand that each client is unique, with different financial situations, goals, and aspirations. That's why we tailor our services to meet your individual needs. We proudly offer:

• Personalized attention and care from experienced financial advisors.
• Proactive communication and regular updates to keep you informed and engaged.
• Custom-built plans that evolve with your life and financial goals.
• Exceptional service that exceeds expectations.

Our Commitment: Setting the Benchmark for Financial Care

At Benchmark Wealth Management, we believe in setting the benchmark for exceptional financial planning and personalized service. We limit our client relationships to ensure that we can provide each client with the dedicated attention and proactive guidance they deserve.

Who We Serve

We partner with high-net-worth individuals and retirees who seek comprehensive financial planning and investment management. Our minimum investment requirement for new client relationships is $5 million for Rick and $2 million for Tom.

Ready to Take the Next Step?

If you're ready to take charge of your financial future and work with a team of experts who prioritize your needs, contact us today to schedule a complimentary consultation.