(704) 905-3594

Sumner Wealth Management
Sumner Wealth Management

(704) 905-3594

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Financial Solutions by Experienced Professionals

Mark Sumner

Sumner Wealth Management has been helping families and institutions achieve their financial goals and objectives since 2007. We have grown and evolved over time but have remained true to our core founding principles of providing clear, objective advice and a high level of personal service.

MEET MARK SUMNER

Sumner Wealth Management is owned and operated by Mark Sumner. He has devoted most of his career to handling financial planning strategies for clients in the Lake Norman area. He received a Bachelor of Science in Business Administration with a Concentration in Psychology from Western Carolina University. Mark Sumner currently holds an Investment Advisor Representative license and is a Life & Health Insurance Agent.

PERSONAL LIFE

A native of Charlotte, NC, Mark has been happily married to his wife Lori for over 20 years, and they have three boys together, Matthew, Michael, and Tyler. He is an Eagle Scout, Volunteer Coach for LYAA, and Founder of LNBN (Lake Norman Business Network).

Disclaimer

Securities are offered through Parkland Securities, LLC., a member of FINRA / SIPC. Investment advisory services are offered through Sigma Planning Corporation, a registered investment advisor. Sumner Wealth Management Inc. is independent of Parkland Securities, LLC., and Sigma Planning Corporation.


Sumner Wealth Management does not offer tax and/or legal advice. Please consult your tax or legal professional regarding your personal situation.


For further information, please feel free to get in touch with us. We are friendly and always ready to answer all your questions.

Copyright © 2022, Sumner Wealth Management. All Rights Reserved.

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