Finance & Wealth
Mark Maroldo
Private Wealth Manager · BASH Capital
Mark Maroldo is a Private Wealth Manager with BASH Capital, advising dental professionals on wealth management and transition planning.
He helps practice owners connect what the practice earns to the life they want — investment strategy, retirement, benefits design and planning ahead for an eventual transition.
Talk to Mark about
- Personal wealth and investment strategy
- Retirement planning
- Benefits design for your team
- Planning for a practice transition