Growing Wealth

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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The professionals at Westmark Wealth Management work to diversify and monitor your investment portfolio through disciplined strategies, thereby reducing risks, expenses, and unnecessary taxes. Many investors become frustrated when trying to manage their own investments. The difficulty in managing investments comes not in properly diversifying assets based on time horizon and risk tolerance, but in the wisdom it takes to determine the difference between one’s own ability and willingness to take on various types of risk (market risk, inflation risk, tax risk, etc.). In other words, people have difficulty viewing their investments in an unemotional way; therefore, decisions are mistakenly made on “hunches” rather than disciplined strategies that provide a higher mathematical probability of success.

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Tax Planning

Our team can help evaluate your annual tax situation so you aren’t caught off guard!

Retirement Planning

Physicians have a shorter time span to reach financial independence than the average professional. As a result, employer-sponsored retirement accounts alone will not typically provide the contribution levels required to replace the income needed in retirement. Therefore, other tax-efficient wealth accumulation strategies must: be implemented to fill this gap. You may have several options for funding retirement you’re not even aware of.

At Westmark Wealth Management, we specialize in helping you to define what a successful retirement means to YOU,and then identify, educate you on, implement, and manage tax-efficient wealth accumulation strategies to reach your retirement goals in the most efficient way possible.

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College Planning

The professionals at Westmark Wealth Management will run a projection to help you to determine how much you will need to save for education expenses, as well as provide guidance on the strategies best suited for the education savings goals of you and your family.