I, Robert J. Coady, am WealthMark Advisory Group’s advisor. I started out with a retirement plan administration firm working with qualified and non-qualified plan’s for some of Orange County and Los Angeles’ top companies.
Following the successful transition of the executives from these top companies, I have established a fiduciary role as a Registered Investment Advisor to better service their needs. This in my opinion will allow me to deliver to my clients the best resources available without the imbedded conflicts most brokerage firms encounter.
As a fiduciary, WealthMark Advisory Group acts solely in your best interests. Your portfolio and plan are customized based on your individual investment objectives.
WealthMark Advisory Group generally provides asset management and financial planning services to the following types of clients:
Individuals
High-Net-Worth Individuals
Pension and Profit Sharing Plans
Trusts
Estates
Charities
Corporations