Mark Amberg
- Role
- Private Wealth Advisor at Verdence Capital Advisors
- Location
- Alexandria, VA, US
- LinkedIn followers
- 500 followers
About Mark Amberg
For more than 25 years, I have helped affluent families as they pursue their financial…
Experience
Private Wealth Advisor
Jun 2023 — Present
I am experienced in helping individuals and families build comprehensive plans that account for their current lifestyles, future needs, and goals for leaving a lasting legacy. With more than two decades of experience serving high net worth families, I moved my practice to Verdence in order to deliver true open architecture, as a Fiduciary, without conflict of interest. I am proud to say I am now a Fee Only professional. With more than 25 years serving high net worth families at Morgan Stanley Smith Barney and Merrill Lynch, I moved my practice to Verdence in order to provide my clients unbiased, fee-only advice as a fiduciary. At Verdence, I can deliver true open architecture and enhanced services to better meet my clients\' needs. At Verdence, I am now part of a team of more than 40 tenured and highly credentialled professionals helping clients deliver on their values while: 1. Maintaining their lifestyle in retirement, funding college for family members, protecting and growing their estate and planning a legacy. Discussing and implementing an estate plan, often with trusts, and executing strategic philanthropy 3. Communicating and recommending detailed insights on opportunities available to High-Net-Worth clients 4. Delivering on-going guidance and advice while monitoring with secure technology, to help those families reach their goals for their families and their communities; all while avoiding costly mistakes.
Education
The University of Chicago Booth School of Business
Professional Program of Study, Certified Private Wealth Advisor
2010 — 2010
Saint Leo College
Bachelor's Degree, Computer and Information Sciences and Management
1988 — 1991
Florida Institute of Technology
Master of Business Administration - MBA
Skills
- Risk Management
- Portfolio Design
- Retirement Planning
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