Mark Winter

Background

About Mark Winter

When we’re referred to an entrepreneur or affluent family group by their longstanding advisors, there’s a belief that the planning is “done.” So why are they meeting with WealthPoint? We hear three common challenges: uncertainty, complexity and lack of collaboration- Uncertainty is an obstacle to better outcomes. Will the work I’ve done play out as we intended? Is it still relevant, or is there a new, better way- Complexity: As my wealth increases, life doesn’t get easier, it gets more complex. Isn’t there a simpler or more streamlined approach for decision-making- Collaboration: My individual advisors give great advice yet there’s no way to integrate the ideas into a cohesive whole. And how do I know which decision is the best decision for us specifically? To overcome these challenges, decades ago we created a decision-making model called Know your story®. We eliminate uncertainty by helping you get to instinctual clarity about how you’d like your story to play out from here forward. Your documented long-range objectives become the litmus test for all recommendations- We mitigate complexity by showing you both the upside and the downside of any decision – and the ripple effect to seemingly unrelated areas. Also, oftentimes less is more. Elegant solutions allow us to kill two or three birds with one stone- We foster true collaboration with your existing advisors, integrating the many moving parts of your planning. Instead of separate great ideas, your planning becomes a logical, well-integrated body of work. If you’d like to schedule an informal conversation, please feel free to email me at: mark@wealthpoint.net Mark Winter is a personal financial "tailor" for wealthy families, business owners and senior executive management. He approaches each business owner and company not with a bundle of services or “bag of tricks” but with personal attention tailored to that client’s needs. His business model is all about advice and protection, not selling products. Mark works with clients to help them transfer wealth, retain key executive management, work through business continuity planning and life insurance analysis.