Build the Life
You Envision
At Wealth Diversified, we are dedicated to helping you build the life you envision. After a lifetime of accumulation, you deserve to use your money with confidence, and our team is focused on creating financial plans to help make that possible. We believe in working together and are committed to guiding, educating, and supporting you on your path to the retirement you dream of.
Rooted in Values.
Committed to Service.
Mark’s path to financial planning began far from the world of finance. A former scholarship athlete on UMBC’s Division I Tennis team, he initially pursued passions in sports and journalism. In 2003, he founded The Mid-Atlantic Sports Digest, earning the USTA Mid-Atlantic Section’s “Outstanding Media Coverage of the Year” award.
Later, as VP of International Strategies for the Premier Basketball League, Mark traveled globally, including negotiating the contract for Thailand’s first professional basketball player, Ratdech Kruatiwa, to play in the United States.
His inspiration to pursue financial planning stemmed from deeply personal experiences. In 2012, he witnessed a beloved family member’s retirement savings vanish due to illness and the financial uncertainty affecting others. During this time, he encountered a financial advisor who spoke in complex terms that only added confusion during an already stressful period.
This experience became a turning point, inspiring Mark to take a different approach—one rooted in clarity and empathy, while equipping clients with the confidence to make informed decisions.
Mark has dedicated the past decade to guiding adults in building a secure future for themselves and their families as they’re approaching or have started retirement.
Believing in the importance of flexibility, Mark crafts financial solutions tailored to each client’s unique goals. This personalized approach ensures every plan meets their specific needs and aspirations, creating a secure foundation for their financial future.
Mark’s mission is to help his clients create a reliable income stream for retirement, free from the constant worries of market fluctuations. Together, you’ll create a strategy designed to make your money last a lifetime, providing peace of mind and financial confidence.
Mark
Schlossenberg
CFS®, CAS®, CIS™
Principal,
Financial Planner
Holistic plans for
a fulfilling future.
At Wealth Diversified, we prioritize relationships over profit and are dedicated to helping make your retirement years worry-free. Regardless of the number in your bank account, we want to help you create a holistic, personalized financial plan that reflects your dreams and sets you up for a secure, fulfilling future. At Wealth Diversified, we strive to provide honest, transparent guidance so that you can confidently make informed financial decisions, live the life you envision, and leave a legacy you can be proud of.
Enjoy the Life
You've Earned.
At Wealth Diversified, we’re dedicated to helping hardworking people like you enjoy the life you’ve earned. Our team is committed to offering relevant, personalized services to help you build the life you envision and live a life of purpose. We believe in empowering you with the knowledge and support to take control of your future with retirement planning, insurance, tax efficiency, wealth preservation, and investment strategies. Our mission is to help you gain independence and start living the retirement of your dreams.