Mark Bronfman is a seasoned Private Wealth Advisor at Sagemark Consulting, a division of Lincoln Financial Advisors, based in Vienna, Virginia. With a wealth of experience in the financial services industry, Mark has dedicated his career to helping high-net-worth individuals and businesses navigate the complexities...
Mark Bronfman is a seasoned Private Wealth Advisor at Sagemark Consulting, a division of Lincoln Financial Advisors, based in Vienna, Virginia. With a wealth of experience in the financial services industry, Mark has dedicated his career to helping high-net-worth individuals and businesses navigate the complexities of wealth management. As the founder of the BOLD Value team in 2005, he has cultivated a specialized practice that emphasizes strategic incentives, executive compensation, and equity strategies, making him a trusted partner for clients seeking to optimize their financial outcomes.
Mark's expertise extends to critical areas such as business succession planning and exit strategies, where he employs a comprehensive approach to ensure that clients are well-prepared for transitions in ownership or leadership. His deep understanding of the economic psychology of incentives allows him to design tailored compensation packages that align with both organizational goals and individual aspirations. This focus on strategic incentives not only enhances employee engagement but also drives long-term value creation for businesses.
In addition to his advisory role, Mark actively engages in thought leadership, sharing insights through various platforms, including the recent video profiling the BOLD Value team's work in Strategic Incentives. This commitment to education and transparency underscores his belief that informed clients are empowered clients. By leveraging his skills in corporate benefits, 401(k) planning, and life insurance, Mark provides a holistic approach to wealth management that addresses the diverse needs of his clients. Through his work at Sagemark Consulting, he continues to make a significant impact on the financial well-being of those he serves.
