Westmark Wealth Management, Llc

Westmark Wealth Management is a comprehensive financial planning firm specializing in tax-efficient accumulation and distribution strategies. Westmark was founded out of a desire to create a comprehensive financial planning experience to meet the unique needs of physicians from residency to retirement. Physicians face many financial challenges: high asset protection needs, a limited amount of time after training to achieve their financial goals, high tax liabilities, and large student loan balances to name a few. With over 40 years of combined experience in working with physicians to achieve their financial goals, our firm’s founding partners work with financial, tax and legal professionals to develop goals-based financial plans and implement strategies to reach our clients’ financial goals in the most efficient and comprehensive way possible. Westmark Wealth Management is fee-based, fully independent fiduciary practice. Total independence & fiduciary standards are the cornerstone of any advisory relationship. Securities and investment advisory services offered through NEXT Financial Group, Inc.(“NEXT”), Member FINRA/SIPC. Westmark Wealth Management is not an affiliate of NEXT. To view other important client information, visit Posts on this site may not reflect the views or opinions of NEXT.