Westmark Wealth Management
SEC RegisteredYour Life's Work. Your Family's Future. Our Expertise.
About the firm
At Westmark Wealth Management, financial planning is about more than numbers — it's about protecting what matters most, preserving your legacy, and creating freedom for your future. For over 20 years, the team has partnered with physicians, business owners, and retirees to craft personalized strategies that deliver clarity, confidence, and control over financial life. The firm is fee-only and independent, with over 50 years of combined advisor experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial planning following a 4-step process (Identify, Plan, Implement, Monitor) grounded in CFP® Board best practices, covering income planning, tax reduction, estate planning, insurance, trusts, business protection, cash flow optimization, and exit planning.
Who they serve
Physicians, business owners, and retirees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 492 | $36M |
| High Net Worth Individuals | 51 | $93M |
| Charitable Organizations | 32 | $67M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| $500,001 – $2 million | 1.00% |
| $2,000,001 – $5 million | 0.85% |
| $5,000,001 – $10 million | 0.65% |
| Over $10 million | 0.50% |
Data as of March 10, 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. Westmark 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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