Our Services

Investment Management/ Asset Allocation

We conduct a thorough analysis of your life goals and your tolerance for risk to create a diversified portfolio that is ideal for you. We take a common sense approach to investing and implement a strategy that has stood up to the test of time. In addition, we add alternative and illiquid investments, when appropriate, with the goal of enhancing returns and reducing volatility.

Financial Tracking and Analysis Tools

The WealthMark OnePortfolio allows our high net worth clients to track their entire financial life online. In addition, this technology often helps our clients analyze there finances and identify necessary changes in their portfolios.

Estate and Tax Planning

WealthMark, LLC. provides our clients with basic estate planning through the use of a third party estate and tax planning attorney and our affiliation to the accounting firm of Varner Sytsma & Herndon.

Lending Services

WealthMark, LLC. is able to provide our clients with basic residential and commercial real estate lending. We work with several third party vendors to offer these services.