ABOUT US
WE ARE STONEMARK
WEALTH MANAGEMENT
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.
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OUR HISTORY
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.
2000
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.
2009
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.
2012
Our team left Tower and formed WESPAC Advisors SoCal, LLC, an independent registered investment advisor.
2015
WESPAC re-strategizes itself and becomes Stonemark Wealth Management.
2016
With new goals for ourselves and our clients, we look toward making their futures as solid as ours.
OUR VALUES
We believe that the foundation of our relationship should be rooted in being truthful and upholding our values.
We provide you with complete access to your account and all associated activities in our efforts to secure your financial future. There are no hidden fees or unanswered questions – ever.
Your future matters to us. We care for our clients and their families, which is why so many have been with us for many years. Let us show you a more thoughtful approach to working together.
You want straight talk in good times and in bad. We stand behind our advice and are accessible whenever you need us.
Our client-first approach ensures you will receive the highest level of quality in our account management and recommendations. Our goal is to provide the best possible experience for each client.