Advisor at Northcape Wealth Management
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Firm
Northcape Wealth Management
Location
Williamsville, NY 14221
Credentials
CFP®, Series 63, Series 65
Industry experience
42 years
Patrick Markey is a Certified Financial Planner (CFP®) with 42 years of industry experience. He has worked at Northcape Wealth Management since 2021 and previously spent 12 years at Wells Fargo Advisors LLC. Markey serves as an industry representative on a FINRA dispute resolution panel, a role he has held since 1995. Northcape Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $614.5 million across about 610 client relationships, using custom, risk-adjusted, and tax-aware asset allocations that incorporate both active and passive strategies, including option-writing and third-party manager programs.
Based on Northcape Wealth Management
Based on Northcape Wealth Management
Financial planning and consulting services may be billed as fixed fees; no minimum fee required.
Up to 1.5% annually, negotiated based on engagement complexity and total household assets
Financial planning and consulting services billed on an hourly basis up to $400 per hour.
Account minimum: $500,000 Fee-only: Advisory fees are negotiated; investment and wealth management fees up to 1.5% annually; financial planning and consulting billed hourly or fixed rate; no commissions charged.
6565 Main Street
Williamsville, NY 14221
New York · Texas
Northcape Wealth Management
2021 - Present (5 years)
WELLS FARGO ADVISORS LLC
2009 - 2021 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CFP®, Series 66
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Cambridge Advisors, LLC
Series 63, Series 65
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Series 65
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Ibis Capital Management, LLC
Series 65
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Glenn Asset Management
Series 65
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EWM Advisory
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