Mark Carolin, Registered Investment Advisor
Investment advisor and financial planner since 1990.
He is the owner of ConceptWealth, a fee-based Registered Investment Advisory firm.
Estate Planning, Investment Planning, and Business Practice Succession concepts.
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.
“We make a living by what we get, but we make a life by what we give.”
- Winston Churchill