Our Firm
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
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Our Services
We offer a full range of investment and financial services and have access to a wide array of solutions.
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Our Approach
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
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Tax efficient financial planning
24 Hours Support
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Management
Westmark Wealth
Westmark Wealth Management is a comprehensive financial planning firm specializing in tax-efficient strategies designed for physicians to grow and utilize insurance to 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.
Easy
Our Process
Discover & Assess
Clarifying your goals is the most important part of our planning process.
Evaluate Options
Managing finances for many physicians can be an uphill battle.
Recommend
Following the path determined by your goals, we give advice for your finance.
Manage Change
The professionals here are well aware that one of life’s only guarantees is change.
Management
Westmark Wealth
The professionals at Westmark Wealth Management are fee-based, fully independent, and held to a fiduciary standard. Independence is the cornerstone of any advisory relationship. In meeting with a professional about something as personal as finances, it is important to know that the person you’re meeting with is your advocate, not your salesperson. Furthermore, a financial advisor held to a fiduciary standard is legally required to act in the client’s best financial interest, not their own, and requires disclosure of how the financial advisor is to be compensated.
The founding partners at Westmark are perennial qualifiers of The Million Dollar Roundtable, an organization that recognizes the top 3% of financial advisors worldwide. They have also been featured in Medical Economics and recently received the 2013 Wealth Manager Award from Five Star Professional.
The FIVE Star Award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity. The FIVE Star Award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity. http://fivestarprofessional.com/wm_research_stats