MARK GARGANO

With 20 years in banking and capital markets, and over 15 years as an entrepreneur and private investor, I’ve learned that financial success means little if it isn’t sustainable — or shared across generations.

Today, my mission is to help business owners and families align business growth with personal financial freedom.

I work with clients to:

Financial Planning, Tax Coordination, Estate Coordination, and Investing

Increase the value of their companies

Design thoughtful transition and succession plans

Build multi-generational family wealth rooted in purpose and legacy

By combining real-world experience, financial strategy, and empathy, I help families transform years of hard work into lasting prosperity — ensuring their success outlives them.

"Build value. Transition wisely. Preserve legacy."

My Blog is www.capitalcompassandkey.com

Website: www.infinitewealthplanning.net

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With 20 years in banking and capital markets, and over 15 years as an entrepreneur and private investor, I’ve learned that financial success means little if it isn’t sustainable — or shared across generations.

Today, my mission is to help business owners and families align business growth with personal financial freedom.

I work with clients to:

Financial Planning, Tax Coordination, Estate Coordination, and Investing

Increase the value of their companies

Design thoughtful transition and succession plans

Build multi-generational family wealth rooted in purpose and legacy

By combining real-world experience, financial strategy, and empathy, I help families transform years of hard work into lasting prosperity — ensuring their success outlives them.

"Build value. Transition wisely. Preserve legacy."

My Blog is www.capitalcompassandkey.com

Website: www.infinitewealthplanning.net

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