CrestPoint Wealth Competitors

Copper Canyon Wealth Management is a full-service financial services firm providing comprehensive investment management, insurance services, financial, retirement, wealth and estate planning, as well as, individual and corporate trust services. Trusting relationships are the foundation of our investment and wealth planning practice, and we're committed to fostering our business and personal relationship with your family. In doing so, we'll maintain the highest standards of integrity and professionalism. Through a collaborative planning approach, we'll work in partnership to prepare a financial plan designed to serve and protect the best interests of your family. From this foundation, we'll implement appropriate investment, insurance and wealth management strategies to proactively address your goals and concerns. We'll consistently provide detailed information and deliver exceptional service and suitable products. Addressing life's financial challenges and educating you about appropriate choices are what we do best as wealth management professionals. Our word is our bond, and our clients' interests always come first. We look forward to working with your family. Securities & Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For a list of states in which the Financial Advisors of Copper Canyon Wealth Management are registered to do business, please visit their website at www.coppercanyonwealth.com.

Legacy Wealth Management is dedicated to improving the well-being of our community by providing comprehensive wealth management to families, professionals, athletes & business owners. We base our investment strategies on academic & scientific research. We are committed to always acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.

At Darold Mark we lead with compassion and serve a community of successful families, couples and individuals. We aim to give you a unique experience - a remarkable level of personal service, and a close relationship delivering our expertise and counsel. When we meet, we may spend much of the time talking about things besides money. We realize that there is more to life, just as you do. We take the utmost care with our clients. The care starts at the top: as an Investment Advisor Representative, our dream job has become helping others' dreams come true. We treat every client's portfolio as importantly as we treat our own. Our philosophy is simple: select world-class portfolio managers who specialize in a long-term investment approach. By investing in a globally diversified equity, and fixed income portfolios, our clients generally experience lower portfolio volatility. We consistently strive to achieve our clients' financial objectives with investment strategies that generally are less risky than industry averages. Darold Mark is a Sacramento native and an Honors Graduate of the University of California, Berkeley. He entered the financial services industry back in 1984. Through the years, Darold has held leadership positions at the Bayside Church of Granite Bay, the Sacramento Chinese Community Services Center and the Sacramento Children's Home. Darold also appeared on News 10 for four seasons on the midday show with his segment "Mark on the Market". Darold and his wife Josephine are parents of three teenagers; Taylor, Naomi and Daron.