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    Stonemark Wealth Management

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    Description

    • Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting. Using your goals as a guide, we craft the best solutions for your financial needs. Our motivation is to make sure your future stays on track, and your understanding of the available options is an essential part of the process. Every wealth management firm says they care, but we prove it every day. We stand by our clients and strive to make sure their future plans are obtained. We operate with complete transparency to make sure you fully understand your portfolio and investments. No matter the service we provide, it is done with your best interest in mind. What you can expect: - Stability and loyalty for our clients - A high-level of experience in Wealth Management - Evolving expertise in Capital Markets - Agile and resourceful advisors SECURITIES OFFERED THROUGH THE LEADERS GROUP, INC., MEMBER FINRA/SIPC. 26 W DRY CREEK CIR. STE. 575, LITTLETON, CO 80120. INVESTMENT ADVISORY SERVICES THROUGH WESPAC ADVISORS SOCAL, LLC DBA STONEMARK WEALTH MANAGEMENT, A REGISTERED INVESTMENT ADVISOR WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION, NOT AFFILIATED WITH THE LEADERS GROUP, INC.
    • location

      Headquarters:201 South Lake Avenue Suite 509, Pasadena, California, United States

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    • Stonemark Wealth Management phone

      Phone Number: +1 919-493-8824

    • Stonemark Wealth Management website

      Website: https://www.stonemarkwealth.com

    • Stonemark Wealth Management employees

      Employees:8

    • Stonemark Wealth Management revenue

      Revenue:$1 - 10M

    • Stonemark Wealth Management legal name

      Legal Name:Stonemark Wealth Management

    • Stonemark Wealth Management's Social Media

      Stonemark Wealth Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Managing Principal And Co-Founder for Stonemark Wealth Management

    Wade Perry

    Managing Principal And Co-Founder

    Person level website visitor identification

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    View Employees

    Wade Perry

    Managing Principal And Co-Founder

    Wade Aifâ

    Managing Principal And Co-Founder

    Melinda Chen

    Client Service And Operations Supervisor

    Frequently Asked Questions regarding Stonemark Wealth Management

    • Where are Stonemark Wealth Management's Headquarters?

      Stonemark Wealth Management's Headquarters are in 201 South Lake Avenue Suite 509,Pasadena,California,United States

    • What is Stonemark Wealth Management's phone number?

      Stonemark Wealth Management's phone number is +1 919-493-8824

    • What is Stonemark Wealth Management's official website?

      Stonemark Wealth Management's official website is https://www.stonemarkwealth.com

    • What is Stonemark Wealth Management's Revenue?

      Stonemark Wealth Management's revenue is $1 - 10M

    • What is Stonemark Wealth Management's NAICS code?

      Stonemark Wealth Management's NAICS code is 523110

    • How many employees are working in Stonemark Wealth Management

      Stonemark Wealth Management has 8 employees

    • What is Stonemark Wealth Management's Industry?

      Stonemark Wealth Management is in the industry of Financial Services

    • Who is Stonemark Wealth Management's Managing Principal And Co-Founder?

      Stonemark Wealth Management's Managing Principal And Co-Founder is Wade Perry

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