My name is Mark Wilson. I am the proud father of two, lucky husband of one, a former teacher, a former coach and a current soccer player. I am the President and Founder of MILE Wealth Management. MILE is an acronym for “Making It Look Easy.” I help clients understand their financial situation and think through their goals. I’ve mixed the science and art of financial planning and investment management for the last 20 years. My goal is to help clients be organized, accountable, educated, and comfortable with their finances so they can focus on the things that matter most to them. You can read more about MILE Wealth at www.milewealth.com.
I first came up with the idea of CapGainsValet 18 years ago. My prior firm was collecting, consolidated and reviewing capital gains estimates for over 20 years. This information helped us make smart trading decisions that saved our clients tens of thousands of dollars in taxes. I felt it was a shame that our work was only valuable to our team and other smart folks/firms were probably going through the same process. Since a major mutual fund information provider has yet to make this information easily available, I finally decided to make this happen.
Have a success story? Having troubles? Want to share a great recommendation? Found an estimate that we have yet to find? Have a fund firm you would like added to my database? Please contact us using this form.