WealthMark Financial Group
An Independent Firm
 

Mission Statement

We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals. We focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs.

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.



Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

1600 Wilson Blvd
Suite 905
Arlington, VA 22209
Phone: 703-816-8888
Fax: 703-816-8887
Toll-Free: 866-219-2496
Toll-Free: 866-219-2496
Contact Us

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Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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