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  • Home
  • About us
    • Our Firm
    • Our Process
  • Our Services
    • Growing Wealth
    • Protecting Wealth
    • Tax Planning
    • Banner Residents Exclusive
  • Resources
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Contact us
  • Home
  • About us
    • Our Firm
    • Our Process
  • Our Services
    • Growing Wealth
    • Protecting Wealth
    • Tax Planning
    • Banner Residents Exclusive
  • Resources
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Contact us

Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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Westmark Wealth Management

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.

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5050 North 40th Street, Suite 140 Phoenix, AZ 85018

info@westmarkwealth.com

602.887.5179

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