Hi, I’m Mark Primeau. While many financial advisors see clients as a set of numbers, I see their values, their trajectory, and what they are trying to accomplish.
My primary function as a wealth advisor for families in Northern Virginia and beyond is to understand where the client stands at any particular moment, and devise a strategy to lead them to where they want to be, using the financial tools available to them.
At the core of it, I am a problem solver. Before I became a financial advisor, I worked in various industries such as telecommunications, construction, energy, and consulting. Working with professionals and business owners in these industries gave me an understanding of what folks in these types of professions are looking for and what is important to them. But more importantly, I gained an ability to analyze and pinpoint solutions to problems of any kind, not just financial.
Today as a wealth advisor I take a consultative approach to help my clients address their financial concerns:
- Wealth preservation
- Tax mitigation
- Effective wealth transfer to take care of heirs
- Asset protection
- Magnification of charitable gifts
I am married with four adult children, and a lifelong Catholic. When not working with clients, my wife and I enjoy life on our horse farm, volunteer at our church and enjoy beautiful Orange County, Virginia. I am featured on Wealthtender as a Catholic Financial Advisor.
If you would like to connect, please kindly send me a note.
Investment advisory services offered through PrimeauMayer Advisors LLC, registered with the Commonwealth of Virginia. For a complete description of investment risks, fees and services, review the PrimeauMayer Advisors LLC firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting PrimeauMayer Advisors LLC.
