Our Philosophy
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
Contact Mark Wendell Today! | Phone: (805) 230-1908 | E-mail: mark@mdwealthpartners.com
Wealthy and Wise
Creating and Sustaining Wealth without the Rollercoaster Effect
The purpose of this eBook is to demystify wealth creation, showing how it is an active process requiring discipline and persistence. When your values include security and fulfillment, rather than just the accumulation of money, wealth management should also address the many risks that can threaten stability.