Business Purpose

Serving families in developing comprehensive wealth and risk management strategies while working closely with other family advisors ranging from tax specialists to attorneys, family offices, trust and development officers.

As an independent wealth advisory firm, we are able to offer investment advisory diversification utilizing multiple world-class strategists on a single platform offering enhanced potential to reduce volatility in today’s turbulent financial markets.

Where appropriate, we also deliver customized insurance solutions, personalized service and support, and superior value through providing objective access to major insurance carriers, advanced planning support and expertise in risk underwriting.

Securities offered through Securities America Inc., Member FINRA/SIPC.  Mark Kluge, Representative.  Advisory Services offered through Securities America Advisors, Inc., Mark Kluge, Representative. BlueMark Advisors and Securities America Companies are separate companies.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.