WA
Wade Aifâ
Managing Principal And Co-Founder at Stonemark Wealth Management
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Work Experience
Managing Principal And Co-Founder
Jul 2009 - Present · 15 years and 6 months
Vice President And Private Client Advisor
2002 - Jun 2009 · 7 years and 5 months
Managing Principal
1998 - 2002 · 4 years
Company Details
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
Year Founded
2011
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
201 S. LAKE AVENUE SUITE 509 PASADENA, CA 91101, US
Keywords
Estate and Financial PlanningInvestment ManagementInsurance ServicesRetirement Plan Consulting
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