Stonemark Wealth Management

Overview

Stonemark Wealth Management is a fee-only, independent wealth management and advisory firm based in Pasadena, California. The firm offers a range of services, including financial planning, investment management, and consulting for high-net-worth individuals, families, institutional investors, and businesses. They also manage accounts for 401(k) plans, pension and profit-sharing plans, and charitable organizations. Stonemark Wealth Management provides access to a variety of custodians, extensive fixed income and equity expertise, and a wide range of portfolio management options. Additionally, they have strategic partners to establish retirement plans, pension plans, and group employee benefits for individuals and corporations. Securities are offered through Leaders Group, Inc., a member of FINRA/SIPC, while investment advisory services are provided by Stonemark Wealth Management, a registered investment advisor not affiliated with Leaders Group, Inc. The firm's investment approach includes financial planning services, investment management services, selection of other advisers, and financial consulting services. They manage investment accounts on a discretionary basis, making decisions on which investments to buy or sell for clients' accounts, and also offer non-discretionary investment management services where clients ultimately decide which investments to buy and sell. The firm offers advice on various types of investments, including equity securities, corporate debt securities, and exchange-traded funds (ETFs).