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 www.nextfinancial.com. Posts on this site may not reflect the views or opinions of NEXT. www.westmarkwealth.com

Westmark Wealth Management, LLC

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