Fortifying Futures
For over two decades we have been committed to giving clients personalized advice — advice that is in their best interest. An important part of our process is obtaining a solid understanding of each client’s goals and needs. By establishing a financial foundation and a defined path, we work closely together to help meet their milestones.
Why Stonemark
By holding to our core values and prioritizing your experience, we aim to provide you with the support you need to help achieve your life-long goals.
Our Values
We have built our company and our culture on these core values.
Our Experience
We aim to build a trusted relationship through these core principles.
Our History
Deep-seeded in wealth management, we have always strived to provide our clients with relevant, comprehensive advice. In 2016, we became an independent registered investment advisor, allowing us to further our commitment to doing what is right by our clients. As our firm continues to evolve, our vision of putting the client first remains.
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.