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MassMutual financial professional.

Mark Wolpertemail

Charterpoint Wealth Strategies

2 Carlson Pkwy N #320
Plymouth, MN 55447

  • Professional Story

    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

    Education

    Bachelor's degree in Economics, University of Wisconsin

    Hobbies

    Tennis
    Golf
    Softball

    Affiliations & Memberships

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

  • Languages:
    • English

  • Credentials:
    • CASL®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • Business Succession Planning
    • Financial Education


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