We are an independent wealth management practice in Saratoga Springs. We help a wide range of client and organizations: Individuals/Families/Small businessesAct as the Financial Advisor on company retirement plansNon-profit organizations to help them drive donations through educationClients and potential clients tend to seek us out because they are frustrated with the lack of communication and service from their current provider, their employees feel overwhelmed by the company retirement plan options and/or stressed about their retirement readiness or they lack the capacity to stay up to speed on the rules and regulations of philanthropy. They appreciate our one-on-one counsel and our fiduciary, client always first, mindset. Does this sound familiar to you? If so, let's talk! Outside the office I enjoy...Alpine skiingWorking with the New York State Education Foundation (NYSEF) at Gore Mountain Ski AreaGolfCampingMy specialties include the following, but not limited to:• Portfolio Management • Retirement Planning• Gifting Strategies for Non-Profits or their donors• Cash Flow and Liquidity Analysis• Estate Planning Integration• Risk Management If I can be of service to you, my contact information is:Office: (518) 499-4565Mobile: (518) 796-9775Email: mark@mmwealth.com