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

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

Westmark Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, trusts, estates, charitable organizations and business entities. The firm provides fee‑based investment advisory services by recommending and referring clients to unaffiliated third‑party managers, and also offers non‑discretionary investment consulting for alternative investments and qualified retirement plan consulting. The firm’s investment approach centers on selecting and overseeing third‑party managers and using fundamental analysis with a primary emphasis on long‑term security holdings. Westmark tailors its recommendations to client objectives and constraints, and will document client‑imposed investment restrictions while monitoring third‑party manager performance rather than continuously trading discretionary portfolios itself. Compared with many peers, Westmark maintains a majority of its assets as non‑discretionary — as of December 31, 2025 it reported $65,792,320 in discretionary and $129,560,707 in non‑discretionary client assets — and emphasizes referral and oversight relationships with separately managed account providers. The firm is also structured as an insurance agency and its advisers are licensed to sell insurance products, a dual role that the brochure discloses can create potential conflicts of interest.

To learn more about the advisors currently working at Westmark 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.