True wealth planning starts with understanding what matters most to you -- whether that’s caring for family, exploring the world, or living the lifestyle you envision throughout retirement.
Helping you achieve these goals requires a holistic planning process that integrates every aspect of a total wealth management strategy.
That’s why we’ve built a collaborative team of specialists in investment strategy, financial planning, tax, insurance, and estate planning -- working together to design and manage a personalized plan tailored to your life.
At Living Richer Wealth Management, we act as the quarterback for your financial life, coordinating every element of your strategy and adjusting it as your circumstances and goals evolve. It’s an ongoing, integrated process designed to help you live richer—on your terms.
We've had the privilege of guiding our clients and helping them to achieve their goals.
“We came to know Mark through his relationship with my in-laws. On their passing, we started to work with him. Together, and especially with his extensive knowledge as a guide, our portfolio has been well-managed, providing regular monthly cash flow for over 10 years. As an accountant, I have been happy to refer clients to him and they have all expressed to me that his involvement has provided them with a great deal of security. He is always accessible, and he has demonstrated that our financial security is paramount.”
- D. & S. T.
An elevated advisory experience
Our Wealth Management Process
Discover
Our wealth management process begins with discovery meetings so we can get to know where you are today and where you'd like to be in the future.
Design
When our information gathering is complete, we'll design a customized wealth management plan for you.
Deploy
We'll implement the strategies, invest your portfolio and engage relevant professionals required for supporting your goals.
Stewardship
We'll continue to support your financial health and well-being through a long-term partnership.