Broker Check
 

ConceptWealth

Envision  Design  Execute

2202 Thousand Oaks, Suite 102
San Antonio, Texas 78232
                                                 
210-492-8620
carolin@conceptwealth.com

Team

Envision  Design  Execute

We believe our team collaborative approach adds a broader perspective to your planning and helps serves you effectively.  Having all your advisers working together focuses the team on your objectives and goals in a cost and time efficient manner.  

Mark has been working with individuals, families and the owners of closely held businesses since 1977, initially with Property Casualty insurance and then, since 1991 in the Fee Based Advisory area. 

 We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Business Succession and Continuity 

We can also help answer your questions, including:

  • Can I retire early? Just because I can- Do I want to ?
  • Are my investments working hard enough? Should I take more or less risk?  How do you define either?
  • What’s the best approach for college savings? Long Term Medical Costs? 
  • What are the elements of a sound estate strategy? What are the key parts of a good business "estate" plan?
  • Do I have enough life insurance for my family? What about my business?
  • What is the "bucket"? 

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Envision   Design  Execute

If one does not know to which port one is sailing, no wind is favorable. Lucius Annaeus Seneca