Beyond the Numbers.
Built Around You.
At Waymark Wealth, we use behavioral finance to guide your financial journey—aligning your plan with your values, your vision, and your life.
Who We Work With
Age 40 - 50
You’ve carved out a successful career, building the life of your dreams, and now you’re ready to partner with someone you can trust.
Your income is solid and your career successful. You’ve managed your own finances to this point, but are too busy and have come to the realization you’re now earning significant income and are not giving your personal finances the attention needed. With a family to raise and goals to reach, you could use some skilled guidance for the next leg of your journey.
Age: 40-50
Annual Household Income: $150k+
Investable Assets: $500k
Net Worth: $750k
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Age 50 - 70
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You’ve reached the prime of your career and are preparing to wind down. You’re in transition as you approach your retirement years and need skilled guidance.
Along the way, you’ve made some smart decisions, and you’re in a pretty good place. You’ve taken care of your family and your responsibilities, and now you’re looking forward to retiring well. As you transition, you want to have skilled guidance to help make big decisions that will shape the rest of your life, such as when to take your pension or Social Security, creating an income that will replace your paycheck, ensuring your insurance needs are met, and more.
Age: 50-70
Annual Household Income: $200k+
Investable Assets: $1MM+
Net Worth: $1.5MM+
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Age 70+
You’re ready to live the retirement you deserve. You’d like skilled guidance not only to avoid missteps but also to help you leave a legacy for the next generation.
The time has come to enjoy the fruits of your labor. Congratulations! You’ve done well for yourself and your family. Now your biggest goal is making sure nothing goes awry so you can remain financially independent for life. You’ve heard stories about health care costs and long-term care issues undermining retirees’ peace of mind. You would like to have skilled guidance not only to avoid missteps but also to help you leave a legacy for the next generation.
Age: 70+
Annual Household Income: $50k+
Investable Assets: $1MM+
Net Worth: $1.5MM+
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Years of experience, respected credentials, and a genuine passion for helping people—that's what we bring to the table when we work with you.
Who You Will Be Working With
Answer
During our first year, we will talk often. Then we meet every three to four months unless there’s a major life change. We offer unlimited email and phone support as well, and we encourage our clients to reach out as their situations change. We usually do a year-end check-in and touch base around tax time and open enrollment time, so clients hear from us often throughout the year.
Answer
We work best with clients aged 40–65 who have managed their own finances but now seek a trusted advisor to help oversee their growing wealth while saving them valuable time. They tend to be easygoing, analytic, tech-savvy, and open to sharing details about their personal life with us.
They are willing to commit to long-term investment strategies, avoid speculative risks, and are often drawn to socially responsible investing and charitable giving. Personally, they tend to be fitness/goal-oriented and appreciate the importance of living a healthy lifestyle.
Answer
Technically, we neither have investment nor net worth requirements. In fact, a handful of do-it-yourself clients hire us on a fee-only basis, manage their own investments, and do not pay any investment fees.
With that said, most of our clients have investable assets between $500k - $4 million and a net worth (total assets including the value of your house minus liabilities) between $1MM and $7MM.
Answer
The vast majority of our clients are charged an annual, 12 month, fixed retainer fee based on the complexity of their situation and the amount of time we estimate we will spend on each engagement over that 365-day period. This fee is agreed upon after we meet and better understand your needs and goals. Most annual retainer fees fall between $2,000 and $3,500 per year, with some as low as $1,500 and some as high as $7,500. Each year, you have the option to hire us for another 1-year engagement.
Our Philosophy: Be Well. Do Good.®
Money can amplify the good you want to do in the world—but it’s not the only ingredient. Real impact happens when you pair your resources with intention and action.
That’s where we come in. We partner with good people who want to make a difference, helping them use their money intentionally so their impact goes even further. When you combine proactive choices with your resources, you can truly Be Well & Do Good.
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