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(919) 341-7917
info@bpwm-us.com
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Mark Oglesby

MBA

Private Wealth Manager
919.341.7917

My financial advisory services and costs

I Work With You To Determine The Service And Solutions That Fit Your Financial Needs And Priorities.

Financial Advice

Financial Advice

I analyze your progress toward your goals and provide ongoing advice to help
you achieve them.

Document your most important financial goals and track your progress
online.

I align your risk tolerance and asset allocation to support your financial goals.

Create a plan to pursue your goals through comprehensive financial
advice.

  • I’ll design a plan and provide recommendations to help you reach your unique
    goals. The planning option(s) below are available for an additional cost, based
    on your needs.

Investments And Solutions

You'll have access to a diversified portfolio of investments and solutions to help you pursue your financial goals.

I offer a wide range of advice and investment support to meet your needs, including:

  • Point-in-time investment recommendations to address your short- and long-term goals
  • Ongoing investment advice developing a broader strategy to address your long-term goals
  • Advanced investment advice and management using sophisticated strategies to help you meet your complex planning needs
  • Investment Advisory Solutions, which offer an array of investments in a coordinated portfolio allocated to your needs
  • Cash management solutions to help cover your everyday essentials

Progress Meetings

Together, we review your goals, progress and investments regularly. Connect with me when you need to, in person, by phone or online. We meet when, where and how you need, based on your preferences and
financial needs. Through the secure site and Ameriprise app, you'll have anytime access to investments and digital tools to help you track your progress against your goals.

Meeting Frequency Options

  • Once annually
  • Semi annually
  • Quarterly

Meeting Location Options

  • Virtual
  • Phone
  • In person
Envision Your Retirement

Envision Your Retirement

Turn your plans, your dreams into an actionable plan. Take control of your journey today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.