Mark Wolpert

Financial Advisor


Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Retirement Strategies, Business Succession Planning, Financial Education


My goal as a financial advisor is to provide individuals, families, and business owners with assistance in building financial freedom.  I have the skills, knowledge and experience required to help meet each client's established goals. My personal goal is to become a lifetime resource for each and every client. 

Areas of focus:  

Cash flow management and debt reduction
Asset protection
Investment allocation
Pension options and distribution
Employee stock options
Tax-efficient strategies
Retirement funding alternatives
Business succession planning
Wealth transfer and estate planning


Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

s degree in Economics, University of Wisconsin


Million Dollar Round Table qualifier - 1998 - 2019
MassMutual Leaders Conference - 2017-2019
MetLife Platinum Conference - 2012-2016
MetLife Leaders Conference - 1998-2011

Charterpoint Wealth Strategies

2 Carlson Pkwy N, #320 Plymouth, MN 55447
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Charterpoint Wealth Strategies Office