National Retirement Planning Experts

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Local Professionals

Mark D Felt

Lignum Wealth Management

500 Edgewater Drive 511A

Wakefield, MA 01880
(781) 3348060

About Lignum Wealth Management

At Lignum Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm!

Happiness and security in life are built on a few key factors…Family, Occupation, Recreation, and Money.

The time you spend with family, the fulfillment you get from your occupation and the enjoyment you realize from your various recreational activities can all be impacted by the worry and concern of how your hard-earned money and assets are being managed. We want you to be able to optimize the first three factors in pursuing happiness and security today by allowing us to worry about the future of your financial security. #PlanToAchive your family, occupation and recreational goals by working with Lignum Wealth Management.

General Information

Firm Start Year

2013

No.of Employees

2-4

CRD#

4594185

Firm CRD#

8032

Years of Experience in Financial Services

16

Number of Years with Current Firm

5

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Disclosures

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Disclaimer

This communication strictly intended for individuals residing in the states of CA, CO, FL, IA, MA, MD, MO, NH, OR, RI, VA, and WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="https://www.finra.org">FINRA</a>, <a href="https://www.sipc.org">SIPC</a>, a Registered Investment Adviser.Review our Terms of Use: <a href="https://www.commonwealth.com/termsofuse.html" target="_blank" rel="nofollow">https://www.commonwealth.com/termsofuse.html</a>