Mark Cross-Powers
Volunteer Tax Preparer @ AARP
About
I have over thirty years of experience in wealth and investment management. My primary areas of focus are centralized around servicing individual clients, families and non-profit organizations. I believe that central to helping my clients be successful is to work with them comprehensively by constructing a financial and an investment plan based on their unique situations, circumstances and goals. I walk clients through all areas of wealth management such as creating and growing wealth, asset protection and preservation, charitable giving and estate planning.
United States
Greater Boston
Financial Services
Board Leadership, Board level experience, Estate Planning, Asset Managment, Series 7, Investments, Wealth Management Services, Strategic Financial Planning, Asset Allocation, Retirement Planning, Investment Strategies, Alternative Investments, Trusts, Banking, Investment Management, Wealth, High Net Worth Individuals, Asset Management, Financial Planning, Wealth Management
Experience

Vice President & Wealth Advisor
Charter Trust
Managed individual, non-profit and for-profit client relationships.
Mark Cross-Powers's Contact Information
Phone
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