WESPAC Advisors SoCal Changes Its Name To Stonemark Wealth Management
PASADENA, Calif., May 4, 2016 /PRNewswire/ -- WESPAC Advisors SoCal, LLC, a fee-only, independent wealth management and advisory firm, headquartered in Pasadena, California announced the change of its name to Stonemark Wealth Management. In conjunction with the name change, Stonemark has also launched a new website: www.stonemarkwealth.com.
Previously affiliated with Tower Asset Management, a division of M.L. Stern & Co., Stonemark Wealth Management's team combines over half a century of professional expertise in the wealth management and financial planning industry, and have been working together since 2000. The firm's experienced financial advisors, high-touch client service team and seasoned portfolio management team all share the same mission: to provide a strong and steady foundation for clients to build their futures on – one that is rooted in trust and will allow them to focus on leading fulfilling lives.
"Our name change to Stonemark represents our firm's steady, continual growth and reflects our commitment to a 'client-first' service approach and our core values," stated founding principal Peter P. Chen. The firm's new tagline "Financial Peace of Mind… by Design" summarizes Stonemark's values and the care it takes with each of its clients. "By maintaining the highest ethical standards and living up to our role as fiduciaries, Stonemark will continue to serve as a financial guide for our clients," explained founding principal Wade S. Perry, adding, "and we are dedicated to leading each of our clients through life's challenges and helping them with the journey ahead."
"As long-standing members of the Pasadena business community, we are proud of the impact we have on the local economy, as well as our local and national client base," added Peter Chen. Stonemark Wealth Management maintains an active role in the community and presently supports the First Tee of Greater Pasadena.
For more information, please contact Stonemark at 1-626-304-9888 or visit their website at www.stonemarkwealth.com.
Contact:
Coco M. Lorenzo
Vice President of Client Services and Operations
Stonemark Wealth Management
888.250.3638 x119
[email protected]
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SOURCE Stonemark Wealth Management
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