Now entering his professional prime, Mark Fleksher has in less than a decade established himself as a successful independent wealth-management professional. The 40-year-old Fleksher spent nearly a decade helping build from scratch a reputable Fairfield-based wealth-management firm; in 2007 Fleksher launched his own firm, Prestige Wealth Group, based in Northern New Jersey. In many respects Fleksher shares the best qualities of his clients - attentive and productive, pursuing a professional dream, one client at a time, without the benefit of large national brand. "Of course I'm proud of that," says Fleksher, "but I feel that we're just getting started." Growing up in Wayne (a graduate of Wayne Valley H.S.), Fleksher spoke Russian as a child -- his family emigrated from what's now the Baltic republic of Latvia. In college, he majored in criminal justice, and seriously considered a career in the FBI, partly because of his international roots. But later the energetic Fleksher ("I'm definitely a 'Type A'") joined Ford Financial in East Hanover, N.J., where he plunged into the fundamentals of Wall Street and financial-advisory services. "It was great experience, but I knew I would be building an independent practice at some point." Barely in his late-20s, Fleksher teamed with two financial professionals to build the Fairfield firm. In the fall of 2007 Fleksher, in keeping with a strong sense of independence, launched Prestige Wealth Group -- virtually all of his longtime clients followed. "Our emphasis is managing risk and preserving the wealth of our clients. And there are three words I live by: Service, Service, Service." Indeed, Fleksher is a tireless face-to-face teacher and communicator, meeting with many clients quarterly - a habit almost unheard of at some major financial firms. Today Fleksher brings expertise to long-term financial planning - explaining the so-called Lifetime Economic Acceleration Process, or LEAP, to his clients.
Away from his work Fleksher is a skilled (6.5 handicap) and enthusiastic golfer; he and his family live in Smoke Rise, Kinnelon, New Jersey. Fleksher and his wife Cassandra, a Bergen County native, have 2 young children; a son, Dillon, and daughter, Lilah. Fleksher is also active in alumni affairs at his alma mater, the University of Delaware.
DISCLOSURE: Securities offered through Securities America Inc., Member FINRA/SIPC and Financial Planning and Advisory services offered through Securities America Advisors Inc. Prestige Wealth Group, LLC is not affiliated with any Securities America Company. Licensed to offer securities products in CA, CO, CT, DE, FL, MA, MD, ME, NC, NJ, NY, OR, PA, TX, VA, & WA. Licensed to offer insurance products in CT, FL, MD, ME, MI, NC, NJ, NY, & VA. Licensed to offer advisory services in NJ and able to provide advisory services through Securites America Advisors Inc. in all states but Texas.
The preceding presentation has been prepared solely for informational purposes and is neither an offer to sell nor a solicitation of any offer to buy any security, managed or by the subject above. Any offering is made only pursuant to a relevant information memorandum, together with the current financial statements of the relevant fund or shares, if available, and the relevant subscription application, all of which must be read in their entirety. No offer to sell (or solicitation of an offer to buy) will be made in any jurisdiction in which such offer or solicitation would be unlawful. Past performance of a fund is no guarantee as to its performance in the future.