Wealthmark Financial Services is an independent wealth management practice helping our clients to build wealth while preserving capital. As independent advisors, we're not burdened by the limitations imposed by big-name Wall Street firms. We don't push proprietary products and don't work off quotas imposed by management. With the flexibility of working on an open-architecture platform, we have more time to dedicate to meeting the actual needs of our clients. We also have a slightly lower fee structure than most big firms. This is accomplished by managing our client’s portfolios in-house, saving costs on outsourcing.