Are you Retirement Ready?
Get Retirement Ready with a personal Chief Retirement Officer (CRO)
Even Wealthy Families Miss Critical Gaps – Let’s Find Yours Before They Cost You
You’ve worked a lifetime to build what you have. But without the right retirement plan, taxes, inflation, market volatility, and healthcare costs could quietly erode your legacy.
Welcome to the …
Retirement Suite
If you’re ready to plan for retirement, our door is open.
Get Retirement Ready with Your Chief Retirement Officer
Planning your transition to retirement means you’re faced with decision after decision, many of which are irreversible.
Mark Wade | 48 Years of Experience | Best-Selling Author | Founder & Chief Retirement Officer (CRO), Retirement Suite
Mark Wade doesn’t run a local practice. He runs a National Virtual Family Office built for successful families who expect elite guidance in plain English. Or just want a second opinion.
He’s worked with investors, families, business owners, and executives across the country.
And his mission is simple:
To provide the clarity, confidence, and capability to make your next 30 years even more meaningful than your last.
Like us, many of our clients came from little and worked hard to create success and build a life on their terms
As retirement approaches, our clients realize they have more questions than answers and want a seasoned partner and guide.
Someone who…
Understands the complexities of transitioning to retirement
Helps them maximize their income, minimize taxes, and protect their lifestyle
Offers tax-efficient planning and investment expertise with simple, personal guidance
Guides them through the key decisions they’ll need to make
How To Work With Us
- Take the Retirement Scorecard™ Quiz
Get your Retirement Score in 3 minutes
2. Book a Confidential Consultation
You’ll review your full Scorecard with Mark Wade personally
3. Get a Second Opinion From a Trusted Authority
No pressure. Just clarity, confidence, and capability with options.
Does this sound like you?
Imagine sitting down with a seasoned 48-year retirement expert who has guided thousands of retirement journeys to get trusted counsel and personal advice.
Client Success Stories
Retirement
Crossroads
Can Sarah build the confidence to say “yes” to Stu’s retirement travel dreams?
Family Financial
Squeeze
Can Mike and Jennifer afford to support college and elder care without sacrificing their own retirement security?
Business Exit to Retirement
Can Tom fund his retirement, minimize his taxes, and support his employees through the sale of his business?
A Comprehensive Suite of Retirement Solutions to Support Your Retirement Roadmap
Tap on each service to learn more
Retirement Planning
We start with why—uncovering your purpose and mission for retirement and aligning your plan to support it.
Investment Management
We optimize your portfolio for both income and growth, even in today’s volatile market conditions.
Estate Planning &
Family Wealth Education
We empower your children and grandchildren with the financial knowledge they need to make the most of your legacy.
Charitable Giving
We help ensure your support for meaningful causes has maximum impact through strategic giving.
Retirement
Transition Coaching
We guide you step-by-step through the transition to a purposeful and fulfilling retirement lifestyle.
Healthcare &
Long-Term Planning
We craft a plan to address one of the biggest unknowns in retirement: future healthcare and long-term care costs.
We’re here to make getting ready for retirement simple and comfortable.
Ready to talk? Schedule a personal chat with CRO™ about getting retirement ready.
Want a simple first step?
The best way we know to build a retirement you can count on is to not give away big chunks of money you don’t have to.
Download our Social Security benefit guide to learn how to reduce your taxes and maximize your benefit.
