Complexity Simplified

We improve lives by simplifying your wealth management needs with investment options and strategies developed uniquely for business owners and high net-worth individuals looking to build and protect generational wealth.

Our caring and committed team brings a broad skillset and years of experience to provide our clients with customized investment options tailored to their unique needs. Our value-driven approach, underpinned by a relationship of trust and mutual values, allows us to forge meaningful and generational relationships that provide our clients with peace of mind.

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"We have been with this company for at least 25 years. We have had John as a financial advisor for probably 15 of those 25 years. He has done a great job for us and we always enjoy our time with him and the staff. Top notch service. I would never hesitate to recommend John as a financial advisor to anyone, especially if you’re starting out on your financial journey in life."

Jennifer B.

"We have been clients of Mark for many years now. We transferred all our assets from our previous brokerage. The difference to our portfolio is like night and day. Clear concise and easy to understand investment strategy. Which has paid major dividends over the years. We highly recommend Abbott Wealth Management to those who are looking for sound financial investment strategy and peace of mind."

Daryl P.