At Stonemark Wealth Management, we’ve built our business on the foundation of what we hold most dear…our values. We strive to provide our clients with Financial Peace of Mind. Watch the video to learn more >
From the very beginning, Stonemark has prided itself on offering personalized care alongside professional accountability. We strive to give our clients the best, and ensure the future of their investments by providing trusted guidance for the journey ahead.
The core team began working together at Tower Asset Management, a division of ML Stern & Co., in Beverly Hills, CA. where our primary focus was entrenched in wealth management.
ML Stern & Co. was sold to a publicly traded broker dealer/bank. We merged with WESPAC Advisors LLC, a retirement plan and benefits services company, and expanded their services to include 401K administration, insurance and business services.
Our team left Tower and formed WESPAC Advisors SoCal, LLC, an independent registered investment advisor.
WESPAC re-strategizes itself and becomes Stonemark Wealth Management.
With new goals for ourselves and our clients, we look toward making their futures as solid as ours.