Westmark Wealth Management
(602) 714-1950
5050 North 40th Street Suite 140, Phoenix, Arizona, 85018
About us
Westmark Wealth Management is a comprehensive financial planning firm specializing in tax-efficient strategies designed for physicians to grow and utilize insurance to protect their wealth. Westmark was founded out of a desire to create a comprehensive financial planning experience to meet the unique needs of physicians from residency to retirement. Physicians face many financial challenges: high asset protection needs, a limited amount of time after training to achieve their financial goals, high tax liabilities, and large student loan balances to name a few.