Adam Mark, CFP®

Adam Mark, CFP®

President

Adam Mark, CFP® is the President of Wealth Management Group, LLC.  His  success as a financial planner is the result of his unwavering commitment to professionalism and personal service. He is dedicated to learning about his clients' personal goals and priorities and working with them to build a unique financial security plan that best fits their financial objectives.

Adam works with multiple generations within each family, helping them with retirement and estate planning, college funding, insurance, investments, professional money management, and asset allocation.   As a fiduciary and trusted advisor, Adam seeks to provide his clients with peace of mind as they work together to build the  future they envision for themselves and their families.

Adam completed his Bachelor's of Business Administration Degree in Financial Planning at Alfred State College. He earned his CFP® certification, and is registered to offer securities and investment advisory accounts in New York and several other States.  He also holds a Life/Accident/Health Insurance license.  Adam, his wife, Shawna Mark, MBA, and their daughter, Annabelle, live in Webster.  When Adam is out of the office, he loves spending time with his family, golfing, hiking, kayaking and boating.

Check the background of this investment professional on FINRA's Broker Check.

Phone (585) 241-5900
Fax (585) 244-5416