A community institution that emphasizes service and values, Benchmark PWM knows their customers by name; we are your neighbors and understand the dynamics of our community. By providing the best customer service in the business through tenured, personable financial professionals and treating all with the upmost respect and confidentiality, we strive to exceed your expectations each and every day.
- Wealth Management advice and planning.
- Investment plan execution and management.
- Performance reporting and review.
- Utilization of and coordination with your existing professionals.
- Trust Services.
- 401k Benchmarking and Reviews.
- 403b Charities/Foundations Review.
- Open architecture ensures access to virtually any asset or investment type.
- Scale brings world class managers into your reach.
- Trusted industry custodians protect your assets and provide transparency.
- Utilize best of breed technology partners to streamline operations and execution.
Private Wealth Team
- Our team is comprised of veterans of the financial services industry with a broad and deep understanding of the components needed in a successful personal financial strategy.
- As fee-based advisors, we are inherently unbiased and committed to the success of your financial objectives... we think of ourselves as your partner.
- We will strive to bring our expertise to you in the same friendly and approchable setting you have come to expect from the Benchmark family of companies.