WELCOME TO Westmark Wealth Management
Westmark Wealth Management is a comprehensive financial planning firm specializing in tax-efficient strategies designed for physicians to grow and protect their wealth. Westmark was founded out of a desire to create a comprehensive financial planning experience to meet the unique needs of physicians from residency to retirement.
Physicians face many financial challenges: high asset protection needs, a limited amount of time after training to achieve their financial goals, high tax liabilities, and large student loan balances to name a few. With over 25 years of combined experience in working with physicians to achieve their financial goals, our firm’s founding partners work with financial, tax and legal professionals to develop goals-based financial plans and implement strategies to reach our clients’ financial goals in the most efficient and comprehensive way possible.
Call us at 602-714-1950 or Set an Appointment with our team.