Stonemark Wealth Management
Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting. Using your goals as a guide, we craft the best solutions for your financial needs. Our motivation is to make sure your future stays on track, and your understanding of the available options is an essential part of the process. Every wealth management firm says they care, but we prove it every day. We stand by our clients and strive to make sure their future plans are obtained. We operate with complete transparency to make sure you fully understand your portfolio and investments. No matter the service we provide, it is done with your best interest in mind. What you can expect- Stability and loyalty for our clients - A high-level of experience in Wealth Management - Evolving expertise in Capital Markets - Agile and resourceful advisors
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
72
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- MG
Morgan Gough
Financial Advisor · Finance & Accounting
EmailPhone - PC
Peter Chen
Founder and Managing Principal · Other
EmailPhone - GM
Grover McCarthy
Financial Advisor · Finance & Accounting
EmailPhone - JL
Jae Lee
Client Service Assistant · Customer/Client Service
EmailPhone - MV
Michael van Lieshout
Investment Advisor · Finance & Accounting
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Stonemark Wealth Management
7 distinct titles indexed · top 7 shown.
- 2financial advisor
- 1client service & operations associate
- 1client service & operations supervisor
- 1client service assistant
- 1founder and managing principal
- 1internship
- 1investment advisor
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