Wealthmark Financial Services

Wealthmark Financial Services is an independent wealth management practice helping our clients to build wealth while preserving capital. As independent advisors, we're not burdened by the limitations imposed by big-name Wall Street firms. We don't push proprietary products and don't work off quotas imposed by management. With the flexibility of working on an open-architecture platform, we have more time to dedicate to meeting the actual needs of our clients. We also have a slightly lower fee structure than most big firms. This is accomplished by managing our client’s portfolios in-house, saving costs on outsourcing.