Welcome to the Retirement SUITE
If you’re reading this, chances are…
You’ve worked hard and are proud of the success you’ve created for yourself and your family…
You’ve saved diligently and supported your loved ones along the way…
You’ve made smart choices and navigated complex financial decisions well…
But now that you’re approaching retirement, you’ve got some questions…
When should I retire?
How should I structure my income to minimize taxes and maximize my portfolio?
What decisions do I need to be making right now?
What am I missing that could cost me?
It’s normal to have questions. You’ve worked hard over decades to get where you are, and you know you don’t get a do-over for the complex decisions you face.
…And we’ve got answers.
Imagine sitting down across from someone who has helped thousands of families understand the ins and outs of planning for retirement.
We’re not limited by geography.
Retirement Suite serves clients nationally via our Virtual Family Office model —giving you access to:
- 40-person expert planning team
- Top-tier strategies without zip code barriers
- The flexibility to meet when and where it works for you
You get all the expertise.
None of the commute.
Who will be your thought partner, collaborator, and guide through your own retirement journey?
Does this sound like you?
If so, you’re in the right place. He offers a second look that’s sharper than most first looks.
While Mark works with clients nationwide—from entrepreneurs to multi-generational families—they all have one thing in common: they are ready to transition from building wealth to enjoying it.
His clients typically:
- Own $2M+ Portfolios: Seeking to protect their lifestyle and ensure their legacy lives on.
- Prioritize Precision: Wanting to eliminate the irreversible mistakes common in retirement.
- Demand Total Integration: Using an elite team to synchronize tax, legacy, and retirement strategy.
- Value a Second Opinion: Identifying blind spots or missed opportunities in their current retirement plan.
Finally, a trusted authority you can turn to
Instead of facing every decision alone, you’ll make it alongside 48 years of experience and seasoned guidance from your personal Chief Retirement Officer.
Your Vision, Simplified. We transform your biggest retirement questions into clear, actionable steps on your Personal Retirement Roadmap.
We believe in the power of
Hard Work,
Good Choices, and Accountability to Build Success
We specialize in helping self-made families, professionals, and executives who have achieved a high level of financial success on their own terms.
Our mission is simple: bring clarity to your vision, focus to your goals, and balance to your life—so you can make your next move with confidence.
Ready for a Chief Retirement Officer?
Meet The Chief
Our founding CRO™
I’m Mark Wade, and I’m pleased to meet you. I founded this firm with a mission rooted deeply in my own story, to help you make the most of yours.
I grew up in a working-class family in Newark, New Jersey, and I learned about the power of hard work, grit, and resilience from my mother, a single parent who worked tirelessly as a waitress to support my three brothers and me. Those early experiences laid the foundation for my drive and commitment to help other self-made people make the most of their hard work.
I’ve spent the past 48 years advising entrepreneurs and their families, helping them streamline their financial, tax, and legal affairs. I earned my BA in Economics from Fairleigh Dickinson University, completed the IMCA Investment Management Analyst Program at the Wharton School, and gained a certificate in Personal Financial Planning from Metropolitan State College of Denver.
I hold many professional designations, including Master Registered Financial Consultant (MRFC), Certificate in Personal Financial Planning, Certified Senior Advisor (CSA), Certified Asset Protection Planner (CAPP), Certified Exit Planning Advisor (CEPA), Certified in Blockchain & Digital Assets (CBDA), and successfully completed Certified Investment Management Analyst (CIMA) at the Wharton School, University of Pennsylvania.
I’m committed to serving my professional community and have held positions with the following organizations: International Association for Financial Planning, National Society of Public Accountants, Wealth Preservation Institute, Institute of Investment Management Consultants, Investment Management Consultants Association, Society for Financial Awareness, National Society of Financial Educators, and the Exit Planning Exchange.
Outside the office, I’m an avid sportsman. In 1992, I set two world records at the Grand American World Trapshooting Championships.
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.
