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About Us

Westmark Wealth Management is a comprehensive financial planning firm specializing in tax-efficient strategies designed for physicians to grow and utilize insurance to protect their wealth. Westmark was founded out of a desire to create a financial planning experience to meet the unique needs of physicians from residency to retirement.

Wealth Management

The founding partners at Westmark are perennial qualifiers of The Million Dollar Roundtable, an organization that recognizes the top 3% of financial advisors worldwide. They have also been featured in Medical Economics and recently received the 2013 Wealth Manager Award from Five Star Professional.

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Our Services

We understand that each individual area of your financial planning has the potential to affect all the other areas of your finances. Small gaps or overlap in each of these areas have a tendency to lead to larger problems later if left unaddressed. For this reason, we strive to implement and monitor strategies in each of these areas to create an overall plan that is efficient, well-balanced, and coordinated

Retirement Planning

Asset Protection

Investments

Management & Insurance

Disability Insurance

Tax Planning

Resources

Manage personal affairs while you’re alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.Managing your money involves more than simply making and following a budget.Understanding tax strategies can potentially help you better manage your overall tax situation.

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