A Father-Son Partnership Built to Protect Your Business and Secure Your Legacy.
Two Generations. One Purpose.
To serve business owners effectively, you need more than just a stock picker or a tax preparer; you need a team that understands the weight of leadership. Brent and Mark Gargano have combined their complementary strengths into a unique partnership designed specifically for the complexities of business ownership.
- Mark Gargano: Brings over 30 years of institutional wisdom, focusing on high-level investment strategy, business consulting, and the nuances of wealth transition.
- Brent Gargano: Provides the surgical precision of holistic financial planning, ensuring that every business decision is optimized for your personal life, taxes, and long-term goals.
Together, they offer a “full-circle” perspective: Mark looks at the macro strategy of your wealth, while Brent ensures the plan is executed with the discipline and clarity required for success.
The Architect: Brent Gargano, CFP®
Focus: Purpose-Driven Planning
Brent specializes in the "Internal Blueprint." For a business owner, your business and personal life are inextricably linked. Brent coordinates your tax planning, benefits optimization, and estate goals so that your business serves your family, not the other way around.
The Strategist: Mark Gargano
Focus: Investment Wisdom & Transition
Mark focuses on the “External Strategy.” With three decades of experience guiding institutions and individuals through market cycles, Mark manages the investment engine. He specializes in business consulting and wealth transition—helping you grow the value of your entity and planning for the day you eventually decide to step away.
To provide our clients with ongoing clarity in an ever-changing world, Mark curates his deep-dive research and institutional wisdom into his dedicated platform: Capital Compass and Key.
What to Expect from Mark’s Insights: Mark’s blog, Capital Compass and Key, serves as a roadmap for the sophisticated investor and business owner. He moves past the loud headlines to focus on what actually impacts your bottom line:
- The Market Has Been Kind. The Question Is: What Comes Next?
on January 5, 2026If you’ve invested over the last 10–15 years, there’s a good chance things worked out reasonably well. Markets recovered quickly from setbacks, […]
- Why Long-Term Thinking Wins: A Personal Shift That Changed Everything
on December 18, 2025Moving beyond the pursuit of market returns to build a foundation of clarity, discipline, and multi-generational stewardship. […]
- Why Personal Debt Matters More Than Government Debt: A Story About Control
on December 15, 2025Understanding debt, control, and long term financial planning for families and business owners […]
- Are Your Kids’ Accounts Still Set Up the Right Way?
on December 15, 2025When UTMA accounts still make sense, and when parents should consider other options When your […]