A complete list of active advisors currently associated with WealthMark, LLC

Warmer can help you find a great advisor at WealthMark, LLC or one who fits your needs even better.

WealthMark LLC provides ongoing portfolio management and financial planning to individuals — including high‑net‑worth clients — as well as pensions, trusts, and business entities. The firm offers discretionary investment supervisory services, 529 college‑savings planning, and also serves as a subadviser and turnkey asset manager for other advisers. The firm prepares a written investment policy statement for each client and uses a blend of charting, fundamental, technical, and cyclical analysis across several named strategies (fixed‑income, risk‑parity, risk‑neutral and multi‑strategy) designed as absolute‑return, all‑weather approaches. Strategies may include both long‑ and short‑term trading and, when appropriate, the use of leverage or borrowing in managed accounts; WealthMark manages both traditional asset‑based accounts and arrangements billed on a performance basis for qualified clients. Noteworthy aspects include a quarterly market newsletter distributed to clients, formal subadvisory and referral relationships tied to its TAMP operations, and the principal’s concurrent accounting‑related businesses and holding company through which the firm at times offers accounting advice and commissionable insurance or other financial products. WealthMark discloses these affiliations and describes internal procedures intended to manage potential conflicts that arise from offering advisory, subadvisory, and other financial‑product services.

To learn more about the advisors currently working at WealthMark, LLC, 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.