Meet MK Wealth Management

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published on Jul 29, 2016
Our team of investment and client service professionals are committed to helping our clients achieve their lifelong aspirations by analyzing their needs and creating holistic, personalized plans.


Exit Planning Experience

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published on Jul 29, 2016
Mark Kravietz has earned his designation as a Certified Exit Planning Advisor® (CEPA®) from the University of Chicago's Booth Business School. He is a founding member and President of the New York Chapter of the Exit Planning Institute (EPI). He has counseled many clients through the succession planning and execution processes of their businesses.

Financial Stewards

At MK Wealth Management, we do more than just offer financial advice and manage assets—to our clients, we are confidants and financial stewards, guiding them through changes and milestones in their ever-evolving personal and financial lives.
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Fiduciary

MK Wealth Management is a fiduciary wealth management team at HighTower. We work with business owners and high-net-worth individuals to help them crystalize their long-term financial goals and align all aspects of their financial lives with these objectives.
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Comprehensive Planning

We create a comprehensive plan for clients and use this blueprint to help the client track their progress and realize their goals. We help preserve and grow our clients’ assets so that they can use their wealth to maintain their lifestyle, prepare the next generation for success and make a positive impact on their community.

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Our team specializes in serving the needs of business owners. From valuation and succession planning, to retirement services and investment management, we offer comprehensive, integrated services and guidance to support you and your family through the transaction of your business.