Mark Amberg
Private Wealth Advisor @Verdence Capital Advisors
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WORK HISTORY
Private Wealth Advisor @Verdence Capital Advisors
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
Saint Leo College
Bachelor's Degree, Computer and Information Sciences and Management
Florida Institute of Technology
Master of Business Administration - MBA
SKILLS
ABOUT MARK AMBERG
For more than 25 years, I have helped affluent families as they pursue their financial…
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