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please visit Mark's LinkedIn page: https://www.linkedin.com/in/markhalperncfptepmfap/ We are an independent High Net Worth advisory firm, specialists in Strategic Philanthropy, Estate Planning, Tax Minimization, Life Insurance. Mark Halpern, company President and Founder, has been an industry thought leader for 30 years. He is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor - Philanthropy. Our team of experts works with clients and their professional advisers to craft custom insurance, benefit and business planning portfolios to preserve and transfer wealth on a tax-advantaged basis. We are in a new and unprecedented era of global family wealth transfers and giving, against the backdrop of rising wealth. We understand that individuals and families need to prepare now for the risks that will come with this mass changing of wealth. Our experience working with wealthy multi-generational families and businesses results in a process that clients can rely on for their wealth planning solutions. We have had the honour and pleasure to serve as the trusted advisors for some of Canada's wealthiest families, and we have developed professional strategic alliances internationally with financial institutions, legal and accounting firms and financial advisors.

Are You Ready to Boost Senior Market Sales? As a top field marketing organization in the nation, WealthMark Advisors is committed to helping each of our independent agents achieve the level of success they desire. We provide education, marketing and support to boost annuity and life insurance sales for a growing team of advisors who share ideas and strategies for success. Since 1985, we have helped thousands of insurance agents increase their sales with an experienced FMO staff that is ready to help you take your sales to a new level. Connect with us! facebook.com/wealthmarkadvisors twitter.com/WealthMarkInc

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In helping you achieve your financial and lifestyle goals, we promise to: Deliver first class advice and excellent client service Go the extra mile to help you achieve financial security as well as your lifestyle dreams Support the community through volunteer programs and donate generously to charities We are also committed to: Building solid, trusting relationships with our clients Making our company a fantastic place to work Being a positive and inspirational influence on our peers Showing kindness and respect to others By striving to do our very best, we want to be recognised as the most respected financial services firm and the preferred choice for medical and dental professionals on the Sunshine Coast.

Comprehensive enterprise dossier available in global intelligence registry.

We provide an intuitive internal facing Company-Manager Portal and an engaging external facing Customer-Investor Portal as part of our ready-to-use WealthObjects core platform, helping financial firms to efficiently operate their existing businesses and to launch any new digital business models faster to market and at a fraction of the cost, saving years of development time and resources.

Wealthon to innowacyjny ekosystem dla firm. Wchodząc do naszego świata zyskujesz partnera, finansowanie i narzędzia dla biznesu. Kompleksowo wspieramy przedsiębiorców, zarówno w rozwoju, jak i w rozwiązywaniu bieżących problemów finansowych poprzez oferowanie nowoczesnych form finansowania. Kluczowym produktem w ofercie jest Wealthon POSCASH, czyli pożyczka pod obrót na terminalu płatniczym. Wealthon to także narzędzia dla biznesu. Na Google Play i AppStore dostępny jest Wealthon WALLET, czyli mobilny portfel dla przedsiębiorców. W aplikacji można zyskać dostęp do Wealthon CARD z błyskawicznym limitem kredytowym, do 60 000 zł. W ofercie już niedługo pojawi się także Wealthon POS, czyli system, który ułatwia obsługę klienta oraz sprzedaż. W 2023 roku otrzymaliśmy nagrodę w kategorii #LendingTech roku za aplikację Wealthon WALLET, a w 2021 r. zostaliśmy docenieni za wykorzystanie sztucznej inteligencji oraz machine learningu w procesie oceny zdolności kredytowej.

3F Mitomi New Building, 1-20-18 Ebisu, Shibuya-ku, Tokyo, Japan 150-0013

Indianapolis-based WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations and non-profit organizations. As a fee-only Registered Investment Advisor Firm, we are bound by our fiduciary responsibilities to our clients and provide unbiased, personalized counsel. Our wealth management consulting process allows us to become better acquainted with our clients, their current financial status and their future goals. Unlike many financial planners who may gather your information and encourage you to “sign up” for services, we strategically move through the process to ensure we provide the best possible investment advice. We are approved to be one of the exclusive Registered Investment Advisors who is allowed to invest our clients in DFA Funds (Dimensional Fund Advisors). See www.dfaus.com.

Our organisation has worked with Financial Advisers since 1921, so we’ve been around for almost 100 years. We are 100% New Zealand owned. In 2019, we launched our new national network; Wealthpoint. Weathpoint is now a network of more than 50 financial advisory businesses, with offices from Kaitaia to Invercargill. Our members each own their businesses, meaning they can give independent, impartial and quality financial advice, while benefitting from the scale, resources and support of being part of a larger group. Our Advisers are regulated by the Financial Markets Authority. Life isn’t simple, goals change, and events both good and bad happen along the way. As a result, every New Zealander travels a different path towards their own financial success. And while the advice may differ for each client - the destination point and their ultimate goals are often the same - financial security through wealth creation and wealth protection. That’s where a skilled and trusted financial adviser comes in. Our Advisers can help you with Lending, Insurance, Wealth Management, and KiwiSaver. Use our Find an Adviser page to contact one of our more than 50 Wealthpoint advisory businesses.

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Wealthquest

Wealth Management

Comprehensive enterprise dossier available in global intelligence registry.