Stonemark Wealth Management

Stonemark became an independent registered investment advisor in 2016, leaving behind its broker-dealer roots. The firm's own history states that the 2016 registration allowed it to 'further our commitment to doing what is right by our clients,' implying a shift away from commission-based brokerage toward a fee-only fiduciary model, though the firm does not explicitly use the term 'fee-only' on its website.

The core team started at Tower Asset Management in 2000. After Tower's parent, ML Stern & Co., was sold to a publicly traded bank in 2009, the team moved through a merger with WESPAC Advisors and then formed an independent entity in 2012. That entity rebranded as Stonemark in 2015. The firm's website suggests substantial continuity, though it names no individual principals.

Stonemark's stated services focus on individuals and company retirement plans. It does not advertise institutional separate accounts, pooled funds, or endowment/ foundation mandates. The retirement-plan consulting line serves small and mid-sized companies rather than large institutional asset pools.

The firm says it 'customizes investment strategies designed to help you meet your objectives and needs.' It does not disclose a model portfolio, an in-house fund, or a strategic asset-allocation framework publicly. Without GIPS composites or a Form ADV Part 2A available for review, an allocator cannot independently assess its investment process or track record.

Stonemark's website does not list any named individuals, providing only a general 'team' page with no bios, credentials, or headshots. This is atypical for an RIA seeking to build trust with prospective clients. An institutional reviewer would need to request the firm's Form ADV Part 2B to identify key investment personnel and their experience.