Between industry news and personal experience

Mark Vernick is an AIF® Designee. Here is why that may be important you as an investor.

Trust funds are not just for the wealthy. People of diverse financial backgrounds can take advantage of this financial tool in order to better control how their assets will be distributed to beneficiaries. Read this article to learn more about your options.

Mark and his team have over 50 years of experience in financial planning and asset management and specialize in working with guardians and their wards. Over many years of assisting guardians and their clients, we have gained specialized insight into their needs and the services we can provide to help meet those needs.