Echelon Wealth Strategies, LLC
Mark Wade is President and Director of Wealth Management at Echelon Wealth Strategies, LLC. He focuses on providing wealth management and asset protection solutions to entrepreneurs and their families nationwide. Mark helps clients address their five biggest concerns:
🎯Making smart decisions about money
🎯Providing for their heirs
🎯Protecting assets from loss, litigation, and divorce
🎯Magnifying charitable gifts
Prior to founding Echelon Wealth Strategies, LLC in 1999, Mark spent nineteen years in financial services before leaving as Regional Vice President of a national securities firm. Mark faithfully serves his clients, many of whom have trusted him for over 40 years. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized solutions designed to address each client’s unique needs and goals beyond simply investments.
Successful entrepreneurs and their families work with Mark to:
✔️Develop and implement a comprehensive wealth management plan that empowers them to realize their significant financial dreams.
✔️ Make smart asset protection decisions in today’s uncertain political, social, economic, and tax environment.
✔️ Obtain an independent second opinion from Echelon’s expert advisors who will stress test their current plans.
Mark graduated from Fairleigh Dickinson University with a BA in economics. In addition, he successfully completed the IMCA Investment Management Analyst Program at The Wharton School, University of Pennsylvania, and earned his certification in Personal Financial Planning from the Metropolitan State College of Denver.
He has gone on to earn numerous professional designations, including Master Registered Financial Consultant (MRFC), Certified Asset Protection Planner (CAPP), Certified Exit Planning Advisor (CEPA), Certified Senior Advisor (CSA), Certified Income Planner (CIP), and Advanced IRA Rollover & Distribution Expert.
Current leadership roles in the financial community include Founder and President of Exit Planning Exchange, Nashville, and TN State Representative for Wealth Preservation Institute. Past leadership positions for the International Association for Financial Planning, National Society of Public Accountants, Institute of Investment Management Consultants, Investment Management Consultants Association, Society For Financial Awareness, and National Society of Financial Educators.
If you have any questions about our services, please contact Mark at email@example.com or (888) 892-9882.
Strategic. Comprehensive. Tactical.
This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.
Investment advisory services offered through Echelon Wealth Strategies, LLC, LLC, a Tennessee and New Jersey registered investment adviser. For a complete description of investment risks, fees and services, review the Echelon Wealth Strategies, LLC, LLC firm brochure (ADV Part 2A) which is available from your Investment Adviser Representative or by contacting Echelon Wealth Strategies, LLC, LLC. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. For complete information on our fees, please review the Echelon Wealth Strategies, LLC ADV Part 2A Brochure at:
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Examples and hypothetical illustrations are for illustrative and presentation purposes only and do not take into account your particular investment objectives, financial situation or needs and may not be suitable for all investors. It is not intended to project the performance of any specific investment and is not a solicitation or recommendation of any investment strategy. Actual investment experience will vary with investment selection and changing market conditions
The Dow Jones Industrial Average (DJIA) is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange (NYSE) and the Nasdaq. The DJIA was designed to serve as a proxy for the broader U.S. economy. The S&P 500 index is designed to be a broad based unmanaged leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe or representative of the equity market in general. The S&P 500 index is designed to be a broad based unmanaged leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe or representative of the equity market in general.
As an investment adviser representative (“IAR”), I am a “fiduciary” to my advisory clients’ investments. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client. I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long-term care insurance. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. In my capacity as an investment adviser representative (“IAR”) and as a licensed insurance agent, I may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through me on a commissionable basis. In addition, I may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when acting as an insurance agent may give me an incentive to recommend insurance products based on the compensation received.
The Certified Senior Advisor (CSA) certification requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. CSAs are multidisciplinary professionals who have demonstrated advanced knowledge in the multiple processes of aging.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Echelon Wealth Strategies, LLC, is not affiliated with or endorsed by the Social Security Administration or any other government agency. The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
This site is for the use of clients and potential clients of Echelon Wealth Strategies, LLC. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk tolerance assessment, or for any other purpose. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Echelon Wealth Strategies, LLC is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.
Copyright 2020 Echelon Wealth Strategies, LLC. All rights reserved.
Disclosure for each Wealth Preservation Institute video provided on the website:
This presentation does not take into account your particular investment objectives, financial situation, or risk tolerance and may not be suitable for all investors. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.