Your Custom Wealth Blueprint brings your investments, taxes, and income into one clear plan, so you can move forward with clarity and control as life changes.
A market drop near retirement feels different than it did at 40. We get it, and your plan should reflect that.
If any of these sound like you, we should talk.
Individuals who no longer have the time to manage their own financial plan.
Navigating retirement, divorce, a job transition, an inheritance, or the loss of a loved one.
Families focused on generational wealth transfer and estate planning.
Those with $500,000 or more in investable assets seeking professional guidance.
A Growth and Income approach designed to balance stability with long-term growth, matched to your timeline and comfort with risk.
We aim to manage your portfolio with an eye on tax efficiency, coordinating with your broader financial plan.
Regular reviews and rebalancing, with a team that stays in touch as your life and the markets change.
You deserve straight answers and a team that listens first. As an independent firm, Tranel works only for you, not on behalf of any product company.
We start with a conversation focused entirely on you: your life, your goals, and the questions about what comes next.
Your advisor designs a custom blueprint built around your goals and guided by our Five Disciplines of Financial Planning.
Through our Faithful Watch™ process, your advisor stays engaged, helping you implement your plan, monitor progress, and adjust as life and the markets change.
Financial Advisor
Mark has spent his career helping people reach goals they didn't think were possible.
After graduating from Illinois State University, he worked with a wide range of clients before going on to run a franchise of health clubs, where he learned that lasting results come from the right plan and a genuine belief in it. He brought that same philosophy to financial planning.
Today, Mark helps individuals build real financial strength. His approach is straightforward: find the plan that actually fits your life, make sure you feel completely comfortable with it, and make the process worth showing up for, not just the outcome.
If you're looking for an advisor who is as invested in your financial future as you are, Mark is that person.
You've spent decades building this. The goal now isn't to chase the hottest return, it's to manage your wealth with a focus on stability and tax efficiency so it can support the life you want. As an independent firm, Tranel works only for you, not on behalf of any product company. Many families come to us unsure whether their current setup still fits. One conversation is usually all it takes to find out.
Start Your Custom Wealth BlueprintTranel is an independent, family-focused firm that has guided families since 1988. You won't be passed around a call center. You get a small, dedicated team that takes the time to understand your whole life and coordinates your investments, taxes, and income so the entire picture works together, in good markets and uncertain ones alike.
We're proud of the lasting relationships we've built. On average, our clients stay with us almost 2.5x longer than the industry average.
Industry average based on Kitces Research (2019). Awards via our broker dealer.
You'll have a dedicated local team that reviews your portfolio regularly and is a phone call away whenever you have a question. No call centers, no being passed around.
We're finance-based, so our advice is built around your goals, not around product sales.
Almost always. A complimentary review either reassures you that you're on track, or surfaces a few things worth fixing. Either way, there's no pressure and no obligation.
Yes. We're right here serving families across Palm Harbor, Clearwater, and the surrounding area.
Every year without a coordinated, tax-aware strategy is a year of decisions left to chance.
Sit down with a local, independent team and see what coordinated management could look like for you.
