
About Us
In the same way our namesake points travelers in the right direction and identifies milestones along the path to a desired destination, Waymark Wealth Management helps you chart a course to your ultimate goal of “True Wealth.”
While return on investment is important, it’s only one part of the equation. Waymark also continually considers your unique short- and long-term financial goals as we guide you through your lifelong wealth journey.
There is a distinct difference between having the financial means to live the life you want and actually being able to do so. We integrate traditional wealth management with behavioral finance to chart your course and help you navigate it with assuredness. Behavioral finance uses a values-based decision-making process to help you strive confidently towards your life goals, roadmap in hand.
With the principles of behavioral finance leading the way, Waymark Wealth Management can help you pursue your own unique “True Wealth.”




