Broker Check

Take a Step Toward Financial Independence

Working with a trusted Independent Financial Advisor can lead to less stress, more clarity, and better portfolio performance.

Schedule an Introductory Call

Mark Soloperto, Financial AdvisorFinancial Services,
Focused on You

As an independent Financial Advisor, I am solely devoted to you and your best interests. The foundation of my practice is built on the client relationships I have developed over the last 14 years. Helping you navigate your financial future is an opportunity I do not take for granted. I am driven to provide you with excellent service and tailored advice. I am motivated everyday to exceed client's expectations and help them meet their goals with confidence and security.

See your full financial picture.  Make better decisions.

Build Your Asset-Map

Who We HelpWealth Management Focused On You

While always putting your best interests first, we will work everyday to help you take control of your finances.

Individuals in Life Transitions

Individuals in Life Transitions

Take Control when life brings unexpected change.

Learn more
Women’s Wealth & Wellness

Women’s Wealth & Wellness

How Savvy Women are Managing their Wealth

Learn more
Financial Advice for School Employees

Financial Advice for School Employees

Maximize your 403b and Pension.

Learn more
Business Owners & Executives

Business Owners & Executives

Implement tax advantage strategies.

Learn more

How We HelpBuild Confidence for
Your Financial Future


With 14 + years of experience in Financial Services, expertise in investment management, financial planning and insurance services, we have built a process that works for our clients.


Personal Investing

Custom built portfolios using both strategic and tactical investment methodologies.

Learn more

Financial Planning

Innovative planning built on data and analysis.

Learn more

Insurance Service

Protection for your family and most valuable assets.

Learn more

Frequently Asked QuestionsA partner on your life journey.

What sets you apart from other financial advisors?

  • We work with 300+ households,
  • We have a 97% retention rate
  • We are licensed in 10 states

Learn more about our process.

How do you charge for your services?

  • An all inclusive, transparent fee structure
  • Our asset-based fee model ensures our
  • Revenue directly aligns with your managed assets
  • Our success is directly linked to yours.

Contact us to learn about our fees.

What are your qualifications?

  • Graduated from Salve Regina University with a Major in Business Administration, minor in Sports Management
  • Series 65 - Uniform Investment Adviser Law
  • Series 63 - Uniform Securities Agent State Law
  • 2023 Five Star Wealth Manager
  • 2023 Forbes under 40
  • And more..

Learn more about Mark's qualifications.

Contact UsWe Want to Hear From You

Please feel free to reach out with any questions.

Thank you!
Oops!