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  About Mark Wade

  Mark Wade has more than 26 years of experience advising affluent clients. He is passionate about addressing the whole picture of his clients’ financial lives and helping them streamline their financial affairs.

Mark graduated from Fairleigh Dickinson University with a BA in economics. In addition, he completed the IMCA Investment Management Analyst Program at the Wharton School, University of Pennsylvania, and earned his certificate in Personal Financial Planning from the Metropolitan State College of Denver. He has gone on to earn numerous professional designations, including Accredited Investment Management Consultant (AIMC), Certified Senior Advisor (CSA), Certified Income Planner (CIP) and Advanced IRA Rollover & Distribution Expert.

He is active within the financial community, having served in several capacities for the following organizations: International Association for Financial Planning, National Society of Public Accountants, Institute of Investment Management Consultants and the Investment Management Consultants Association.

Outside the office, Mark is an avid sportsman. In 1992, he set two world records to win the main event at the Grand American World Trapshooting Championships. One of those world records still stands today.




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