An Independent Investment Practice Focused on Strategic Outcomes
About
My name is Mark Golez
With over a decade of investing experience, I have a deep understanding of various investment vehicles, including stocks, ETFs, mutual funds, money markets, bonds, private markets, and precious metals. My mission is to leverage this expertise to guide you as we grow our wealth together. As your principal advisor, I believe in walking the path alongside you, as I am an investor myself. Let’s embark on this journey to financial success together!
Small in scale, broad in scope
Though we are a small private practice, our insights extend far beyond borders. We understand not only the dynamics of the U.S. market, but also how global players—from Europe to Asia—shape investment opportunities.
And this is only the beginning.
Lean firm. Outsized growth.
We may be a new and small firm, but the growth of assets we manage speaks volumes. Our clients entrust us not only with their wealth, but with their aspirations and futures.
For our clients, that’s meant annualized returns of up to 15%—outperforming the S&P 500’s 10-year average of about 11%.
