Mark W. Friedman, Cpa, Pfs, Awma, Bfa Email & Phone Number

Friedman Wealth Management, LLC is a full-service investment and wealth management firm dedicated to helping our clients build wealth and protect their hard-earned assets. Whether your goals involve building wealth through investing, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals.As a financial advisor, CPA, and Accredited Wealth Management Advisor with over 25 years experience, I feel that I’m well positioned to help you navigate the planning needed at retirement, such as investment restructuring and management, estate planning, income production strategies, and tax planning. As a CPA, managing the tax impact of clients'​ portfolios and other assets is very important to me. Whether it’s building tax smart portfolios, structuring IRA distributions for minimal tax impacts, reducing capital gains, or minimizing estate taxes, helping clients pay less in taxes is an integral part of my wealth management strategies. Offices in Eastpoint, Tallahassee, Bradenton, and South Venice, Florida.____________________________________Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Friedman Wealth Management, LLC, Fisher & Friedman, PA and Securities America are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Tax-related services are offered through Fisher & Friedman, PA.(941) 213-9579mark@friedmanwealth.comFor full broker/dealer disclosure, please click on website link in Contact and Personal Info.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.www.finra.org www.sipc.org

Listed skills include Investment Advisory, Holistic Financial Planning, High Net Worth Individuals, Wealth Management, and 29 others.