STONEMARK WEALTH MANAGEMENT
SEC RegisteredInvestment Strength For Your Future
About the firm
Stonemark Wealth Management is an independent registered investment advisor that has been committed to giving clients personalized advice for over two decades. The firm provides estate and financial planning, investment management, insurance services, and company retirement plan consulting. In 2016, the firm became an independent RIA with a focus on putting the client first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Estate and financial planning (goal setting, cash flow management, Social Security optimization, retirement planning, distribution planning), investment management (custom portfolio design, risk management, tax minimization), insurance services (policy assessment, asset protection, disability and long-term care needs analysis), and company retirement plan consulting (existing plan analysis, tailored contribution plans, fiduciary investment management).
Who they serve
Individuals and companies seeking personalized financial planning, investment management, insurance, and retirement plan consulting.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 248 | $97M |
| High Net Worth Individuals | 150 | $499M |
| Charitable Organizations | 13 | $14M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STONEMARK WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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