Here, the advisor has a voice

Here, the advisor has a voice

Mark Loft, Financial Advisor

"I feel like what I am trying to do gets respect here."

At his previous firm, Mark Loft felt like the proverbial square peg being repeatedly forced into the round hole. After years of resisting the firm’s attempts to sculpt Mark’s business into what the firm thought it should be, Mark knew he had to find a place that would support him in running his business his way. Wunderlich’s culture of independence and integrity allows for just that.

“Who knows my client better than me? I’m sure it’s not some committee in New York or Switzerland,” says Mark. “The way you do your business, however you do your business, gets way more respect here. You more than just work here, you feel like you belong here.”

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