Mark Carolin, Registered Investment Advisor

Mark Carolin, Registered Investment Advisor

ConceptWealth
2202 Thousand Oaks
San Antonio, Texas 78232

Phone: (210) 492-8620
Fax: (210) 568-4254
carolin@conceptwealth.com

Experience

Investment advisor and financial planner since 1990.
He is the owner of ConceptWealth, a fee-based Registered Investment Advisory firm.

Business Focus

Estate Planning, Investment Planning, and Business Practice Succession concepts.

Recognition

ConceptWealth has been recognized as one of the largest Money Management firms in the San Antonio area.

Community & Involvement

Mark is an avid cyclist and photographer. Annually he competes in and raises fund for the “Katy Flatland” a 100 mile ride near Houston Texas and the “Tour de Fire Ant” near Waco Texas-a hilly venture into the Texas Hill Country. For several years, Mark worked with various charitable event organizers as a sponsor, staff member and supporter. He has worked on the MS150 and San Antonio Marathon and the Texas Hill Country Triathlons as Director or assistant director.

Favorite Quote

“We make a living by what we get, but we make a life by what we give.”
- Winston Churchill

The objective of the Pinnacle Group is to achieve an even higher level of personal growth and professional development. We currently have eighteen members, all of whom are “Top of the Table” producers, “Court of the Table” producers, and/or seasoned financial planners, each with many years of experience. A prospective member is carefully screened before being invited to join the study group and each is considered a provisional for the first year.

Next Events

Link to Events
  • Omaha, NB

    February 21-23, 2019