Mark Edwards Email & Phone Number

My goal as a support services professional is to provide unparalleled attention and response to my clients, exceeding their expectations at every level.My Mission Statement: Make my clients feel as though they are my only client.What makes me the support services professional for you?1. You will like the way I treat you.2. You will like the promptness of my response time.3. You will like the quality and accuracy of the information I provide you and your other advisers.4. You will like the way in which I exceed your expectations.My clients' biggest concerns:► HIGH NET WORTH INVESTORS 1. How do you protect my personal information? 2. How can I get the right tax information to my accountant? 3. How can I get money quickly from my account when I need it? ► WOMEN INVESTORS 1. Can you help me understand my account statement? 2. When do I make my IRA contribution and how much can I contribute? 3. I have a question about my finances and I'm not sure who to ask? ► FAMILY OFFICES 1. How can we compile historical account data for internal analysis? 2. How can we obtain year-to-date unrealized capital gain/loss information for tax planning purposes? 3. Can I get account performance for a specific time period?Feel free to contact me today at mark@perigonwealth.com (410) 933-5640 to learn more about the services of Perigon Wealth Management.Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor. Perigon provides investment advisory and related services for clients nationally. Perigon will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.perigonwealth.com

Listed skills include Process Improvement, Change Management, Operations Management, Time Management, and 1 others.