A complete list of active advisors currently associated with Stonemark Wealth Management

Warmer can help you find a great advisor at Stonemark Wealth Management or one who fits your needs even better.

Stonemark Wealth Management is a registered, team-based investment adviser that provides discretionary portfolio management, financial planning, and consulting to individuals (including high-net-worth clients), trusts, and retirement plans and participants. The firm manages roughly $610 million across about 398 client relationships and offers both direct advisory services and limited non‑discretionary management or sub‑advisory arrangements for other advisers. The firm’s investment process is built around customized model portfolios and a blend of fundamental and technical analysis, with portfolio adjustments made through allocation changes tailored to client objectives. Stonemark discloses the use of option strategies—such as covered calls and put writing—and the selective use of leveraged or inverse ETFs as hedges, and it may place client assets with third‑party money managers when appropriate. Noteworthy differences from many peers include its dual registration as an insurance broker/agency (WSPC Insurance Services, LLC), meaning associated persons may sell insurance products and receive commissions in addition to advisory fees, and its role providing sub‑advisory services to other registered advisers. The firm also maintains institutional custody relationships with Schwab and Fidelity and discloses receipt of economic benefits from those custodians (including transition reimbursements and access to research and technology), as well as legacy referral arrangements from prior programs.

To learn more about the advisors currently working at Stonemark Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.