Benchmark Wealth Management

We provide wealth management services for individuals, trusts, corporations, and non-profit organizations. We created Benchmark Wealth Management, LLC because we believe that our clients' needs and interests are best served by combining our distinct and complementary backgrounds with the expansive capabilities and services of our broker/dealer, Wel... ls Fargo Advisors Financial Network, LLC. Although we own the practice, it exists for our clientle. Our practice is built on a passionate adherence to an independent, best-in-class, open architecture model. Wells Fargo Advisors Financial Network is a member of the Securities Investor Protection Corporation ("SIPC"). SIPC protects customers of its members up to $500,000, including $100,000 for claims for cash. An explanatory brochure is available upon request or or at www.sipc.org. Above and beyond SIPC coverage, Wells Fargo Advisors maintains, at no cost to clients, protection for any cash and securities in brokerage accounts above the $500,000 SIPC threshold. The additional insurance coverage is provided through London Underwriters (led by Lloyd's of London Syndicate) ("Lloyd's") and other insurance companies rated A or better by A.M. Best. For clients who have received the full SIPC payout limit, Wells Fargo Advisors' policy provides additional coverage above the SIPC limits for any missing securities and cash in client brokerage accounts up to a firm aggregate limit of $1 billion (including up to $1.9 million for cash per client). In other words, the aggregate amount of all client losses covered under this policy are subject to a limit of $1 billion, with each client covered up to $1.9 million for cash.Read More