Investment Services

At Benchmark Capital Group, our focus is on knowing you, your goals, and your comfort level. Working together, we can help you organize and manage your assets in a holistic manner.

Compounding Wealth Strategies

  • Private Money Management
  • 401K Analysis and Advisement
  • Tax Consulting and Preparation
  • Estate and Legacy Planning
  • Stocks, Bonds, Exchange Trade Funds and Mutual Fund Planning
  • Comprehensive Personal Financial Planning & Risk Management
  • Stock Option Exercise / Restricted Stock Units Planning
  • Multi-state and Relocation Planning
  • Estate and Gift Tax Planning
  • Alternative Minimum Tax Reduction Strategies
  • Retirement Planning
  • Portfolio Design and Allocation Modeling

Form ADV