Private Client Group

Investment Portfolio NewsletterScreen Shot 2016-08-29 at 10.55.56 AMFor interested individuals, Mark offers a membership subscription service for those who are not clients, to participate in his Private Client Group.  The service is provided at $17 a month.  For clients who have money under management, Mark waives the monthly subscription fee.  The fee is charged to a Visa or Master Card on the first of each month for that month’s service.  It is a month-to-month service.

The Private Client Group includes the following:

1.    Monthly video – The topics will include various financial issues such as IRA’s, 401(k)s, mutual funds, and investing.

2.    Monthly Newsletter – The topic will include various financial issues such as IRA’s, 401(k)s, mutual funds, and investing, but in a written format.

3.    Monthly Economic Update – These are monthly free market updates.  This is a report on the most recent current events that can affect how investments will perform over the short term.  This is not a recommendation to change investments but rather a report to keep you informed as to what is going on in the market.  The report includes jobs report, pending home sales, service sector growth, Report on where the Dow, S&P500, and NASDAQ are at for the year.  Lastly this report will tell clients what stock market related events are coming in the next month.

Termination of Subscription Services

A member may cancel the subscription service for any reason at any time.  To cancel the agreement, a member must notify the us by phone at (801) 545-0696, by email or in writing at Stonecreek Wealth Advisors, Inc., 11650 South State St, Suite 360, Draper, UT 84020.  For clients who have money under management, the Firm will waive the monthly subscription fee. To get started just click on “Subscribe” below.