* Mark W McGorry
Core Wealth Management Services:
* Retirement Planning & Retirement Financial Management
* Investment Advisory Services
* Wealth Preservation Planning
* Business Continuation and Benefits Planning
* Employer-Sponsored Retirement Plan Consulting
* Insurance (Life, Disability and Long-Term Care)
Our clients include individuals, families, executives and closely-held business owners, as well as entities such as trusts, foundations and corporations. We help our clients by providing financial analysis and planning, as well as outstanding services and products in the areas of wealth preservation and accumulation, investment advice, insurance, business continuation planning and benefits planning.
Mark W McGorry
Managing Director
Wealth Partners LLC
286 Madison Ave #200
New York NY 10017-6368
Tel: 212 689-6700
Fax: 212 689-7010
E-mail: mmcgorry@wealthpartners.com
* Accredited Estate Planner by the National Association of Estate Planners & Councils
Mark W. McGorry entered the financial services field in 1968. He is a financial consultant specializing in estate, tax, pension, insurance, investment, and business planning. He frequently works alongside clients' other advisors (accountants, attorneys, financial planners, including insurance agents and investment advisors) to develop, design and implement advanced planning strategies in these areas.
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