About
Mark’s extensive background in the financial services industry includes working for one of the largest brokerage firms in the U.S., one of the largest banks in the Northeast, and one of the largest insurance companies in the world. A widely respected figure within the industry, Mark’s long-running track record of success has continued in his new role as a Senior Vice President, Financial Advisor. His insight and experience enable him to offer clients exceptional advice and guidance on their journey along the path to a financially independent future.
Over the past 30 years, Mark has been profiled in many industry publications and has earned numerous awards and accolades. He has been recognized on various prestigious lists of top financial professionals and wealth advisors and has received multiple honors for his contributions to the industry. He often serves as a resource for both local and national media.
Awards
- Forbes has recognized Mark on the Forbes List of Top Financial Security Professionals (2021-2024)*, America's Top 250 Wealth Advisorsas well as a Best-In-State Advisor. In addition, he has been named a Barron's Top Advisor for 13 years and as the top ranked independent advisor in the state for five of those years. NJBIZ selected Mark for the inaugural Leaders in Finance awards programand as one of the Top Forty Under 40 honorees. Other achievements include being named to the Top Advisor list by the Financial Times, becoming a Research magazine Advisor Hall of Fame inducteeâ·, and being awarded Advisor of the Year by Boomer Market Advisor magazine. He was also named a FIVE STAR Wealth Manager (2017-2024). He often serves as a resource for both local and national media.
- *Awarded 10/19/21 for the period of 12/31/19 - 12/31/20. Awarded 7/28/22 for the period of 12/31/20 - 12/31/21. Awarded 7/26/23 for the time period of 12/31/21-12/31/22. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23. The ranking, developed by SHOOK Research, is based on an algorithm of qualitative data gathered through due diligence interviews and quantitative data. Professionals do not pay a fee to be considered or placed on the final list. The ranking is not indicative of a professional's future performance and may not be representative of any one client's experience.
- The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Awarded on 8/24/21, 8/25/20, 9/10/19, 9/11/18, and 8/23/16 for the one-year period ending March 31st of the previous year.
- The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. The algorithm weights factors such as industry experience, revenue trends, assets under management, compliance records and those that encompass best practices in their practices and approach to working with clients. Awarded on 2/27/18, 2/20/19, 1/16/20, 2/11/21, 4/7/22, 4/3/24 for the one-year period ending June 30th of the previous year.
- Top Advisor List is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Awarded on 2/9/09, 2/22/10, 2/19/11, 2/20/12, 2/15/13, 2/24/14, 2/23015, 3/5/16, 3/6/17, 3/13/20, 3/12/21, 3/11/22, 3/13/23 and 3/14/24 for the one-year period ending September 30th of the previous year.
- NJBIZ's independent panel of judges reviewed both nominations and extensive applications to make their selections. Honorees were selected based on industry and community involvement and achievement through their energy and innovative ideas. Awarded 3/25/21 for the period of March 2020 - January 2021.
- Award is based on age, leadership, and a record of achievement. Awarded 3/1/04 for the period of April 2003 - February 2004.
- Based on data gathered from fi rms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400. Awarded 3/25/15 for the period of 9/30/13 - 9/30/14.
- Based on a minimum of 15 years industry experience, assets under management, client service, peer recognition, and selected by a panel of judges. Awarded 12/1/03 for the period of January 2003 - November 2003.
- Based on his extensive industry knowledge and experience, the ability to navigate his clients through the downturn, his approach to addressing longevity and income issues, and the power to stand out from the competition. Awarded 5/1/2010 for the period of June 2009 - April 2010.
- Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the ï¬nal list of FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/07/16. Awarded 12/01/17 for the period of 2/21/17 - 10/12/17. Awarded 12/01/18 for the period of 3/21/18 - 10/12/18. Awarded 12/01/19 for the period of 3/01/19 - 10/16/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22. Awarded 12/01/23 for the period of 3/13/23-9/29/23.
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Blog
You've heard the adage, "It takes money to make money." That is very often true. Similarly, it takes income to pay income taxes. If you are in a position where you are offered deferred compensation, you may have the opportunity to pay less in income taxes and have more money when you need it the most.
Newsroom
Mark Cortazzo CFP®, CIMA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “Retirement Plan Derailed: Will You Be Among the 40% Forced to Stop
Newsroom
Mark Cortazzo CFP®, CIMA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by InvestmentNews in “Annuities Selling at Record Level as Clients Look for Growth and Buffers.”
Newsroom
Mark Cortazzo CFP®, CIMA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “I’m a Financial Advisor: Here Are 8 Common Problems with Your Budget.”
Newsroom
Award-winning investment advisor Mark Cortazzo made a major professional leap in 2021. After running his own wealth management firm, MACRO Consulting, for 30 years, he decided to merge with another much larger firm, Wealth Enhancement Group.
