Mark Morasky has been a financial advisor since 1997. In his approach to wealth management, Mark adheres to a disciplined process that is customized to each client and what matters most to them. Focused on delivering an exceptional client experience, he specializes in working with high-net-worth families, retirees, executives, and business owners who have complex financial needs. He often addresses areas such as cashflow management, retirement planning, asset management (including alternative investments), tax mitigation strategies, liability management, and estate planning strategies.Mark graduated from the United States Military Academy at West Point in 1988 with a B.S. in Aerospace Engineering and earned a Bronze Star in Desert Storm as a Military Intelligence Officer. He received an MBA from Western Michigan University and started his financial advisory practice in 1996. He holds the following certifications:Accredited Asset Management Specialist® (AAMS&®) awarded by the College for Financial Planning Chartered Retirement Planning Counselor (CRPC) awarded by the College for Financial PlanningCertified Private Wealth Advisor® (CPWA®) awarded by the Investments and Wealth InstituteCertified Plan Fiduciary Advisor (CPFA) awarded by the National Association of Plan AdvisorsMark is an active supporter and fundraiser for the PGA HOPE (Helping Our Patriots Everywhere) Foundation, which introduces golf to veterans with disabilities to enhance their physical, mental, social and emotional well-being. In collaboration with PGA HOPE, he was the Founder and Tournament Director for “Invest in Hope”, an annual golf tournament to support our veterans in need*Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.