Navigators of your wealth

Your Path. Our Guidance. On Target.

Mark Naso, CFP^®, Managing Director - Investments and Adam Elgert, CFP^®, Managing Director – Investments are Senior Private Wealth Financial Advisors at Level Wings Private Wealth Management Group of Wells Fargo Advisors. Together, we leverage our complementary skills, knowledge and perspectives to serve the comprehensive wealth management needs of high-net-worth individuals, multigenerational families and philanthropic organizations.

Our team’s elevated level of service provides you with guidance across many aspects of wealth planning, investment management, wealth transfer, risk management and philanthropy. In addition, we can provide access to a wide range of Wells Fargo affiliate products and services such as private banking, trust and fiduciary services, strategic lending, and more.*

The Story Behind our Name

We named our team "Level Wings Private Wealth Management Group" to reflect the core strengths each member contributes: stability, precision, and risk management—qualities essential in both aviation and wealth management.

Mark, with his experience as a former U.S. Navy and commercial airline pilot, offers a distinctive perspective. In aviation, maintaining level wings is crucial for a safe and smooth journey; similarly, in wealth management, sustaining a personalized and balanced wealth plan is key to achieving long-term success.

Just as a pilot remains agile and navigates around adverse weather conditions, our team is dedicated to implementing, reviewing, and aligning clients' investment strategies, always ready to adapt to life's inevitable twists and turns.