Contact Us: 239-990-2455 12610 World Plaza Lane, Suite 2 Fort Myers, FL 33907
Mark Rupolo, CPA
Mark Rupolo is a CPA (certified public accountant) with 20 years of accounting experience. His experience with personal, business, and estate taxes, as well as his systematic approach to financial services, continues to be an asset to his clients.
To enhance my clients’ experience and expand upon the services I can offer as a registered representative of Peak Brokerage Services and Investment Advisor Representative of Blackridge Asset Management, I have partnered with Independent Solutions Wealth Management (ISWM), a Registered Investment Advisor as a premiere 3rd party money management firm. Through this partnership, I can bring additional value to my clients by providing premier services to accredited investors with a net worth of 2 million and above.
By working with premiere 3rd party managers like ISWM and others, I can leverage their investment committees, develop unique strategies for those clients whose investment approach may be more complicated than the ordinary investor. These premiere partners and their combined experienced teams of professionals collaborate with me for the benefit of clients in developing, implementing, and maintaining strategies to fit specific investment goals and objectives.
Independent Solutions Wealth Management (ISWM)
Independent Solutions Wealth Management can offer an array of services to you and your family by supporting your primary advisor. The firm will not replace your advisor, but instead, will work as an extension of your advisor adding knowledge and experience to your investment team. We can provide complete investment and wealth management solutions or complement other strategies you and your Financial Advisor have developed.
You may recognize Independent Solutions from features in Fortune, Forbes, Bloomberg Businessweek, & Money Magazine. The Investment Committee Members are quoted in the Wall Street Journal, contacted weekly by CNBC for their insight as industry leaders, and have appeared on many other nationally recognized news outlets, including Bloomberg TV, MSNBC, TedTalks, and Yahoo Finance. The firm was established to recognize that every client deserves a diversified, transparent, efficient, and customizable portfolio, and these portfolios should work seamlessly with a client’s other investments and overall financial plan.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Our firm is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service, and specialized staff spell the difference between our outstanding performance and other firms. We make sure that every client is served by the expertise of our whole firm.
Our firm is responsive. Companies who choose our firm to rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses, and other agencies.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication, and ability to respond quickly.
Our firm's reputation reflects the high standards we demand of ourselves. It is essential to continually educate ourselves to improve our technical expertise, financial knowledge, and service.
Our high service quality and "raving fan" clients are the result of our commitment to excellence to each individual we are providing services to.
We will answer all of your questions, as they impact both your tax and financial situations.
Get Started Today!
Schedule a time to sit down and review your financials and goals.