TFG Wealth Management

Specialties

Mark Fried, President of TFG Wealth Management, is pleased to offer you a complimentary financial consultation. During this meeting, he will discuss your current financial situation, strategies and objectives, and will help you determine whether your current plans match up with your future goals.

Our services are designed to help you achieve you long-​term financial goals. Our approach integrates retirement income planning, asset and investment management, tax planning, healthcare planning and estate planning to provide truly comprehensive financial services.

Advisor, Mark Fried, is a Wealth Strategist who uses a different approach based on years of working with very wealth families to get clients to and through retirement.

TFG helps clients meet three financial objectives — Control, Security, and Financial Freedom.

History

Established in 2006.

Since opening the doors to his independent financial advisory firm, Mark Fried, President of TFG Wealth Management, has been determined to help others deal with the financial uncertainties that they will experience throughout life, and that are especially important leading up to and during retirement.

Meet the Business Owner

Mark F.

Business Owner

For more than 20 years, Mark has been helping individuals and families accumulate and preserve wealth for retirement. During that time, he has been responsible for the management of more than $ 500 million in assets.

Mark is an Investment Advisor Representative and is licensed in life and health insurance. He has also earned, and continues to maintain, the prestigious Chartered Retirement Planning Counselor™ designation from the College of Financial Planning.

He has also committed himself to the advanced study of IRA planning strategies through the Ed Slott Elite IRA Advisory Group™, led by nationally acclaimed IRA expert Ed Slott. Mark holds a Master’s degree from the University of Pennsylvania and a Bachelor’s degree from Columbia University.

Mark is best known for his ability to «make sense» of finance and clarify the «big financial picture» for his clients and the community, in easy-​to-​understand terms.