What Makes Us Trademark?
Our philosophy is very simple “Clients come first”. Strangely enough, our philosophy happens to also be our marketing strategy. As it turns out, when we do well by our clients they tend to tell their friends and family. Over 95% of our new business is referred to us by existing clients.
Independent Financial Advice
We are a locally owned, independent wealth management firm. For us, independence means that we can shop across institutions that places your best interest ahead of all others. We have no production quotas, managers or sale targets and are not restricted to only recommending in-house investment, insurance and lending solutions.
Process of Working With Us
Before any of our clients choose us to manage their hard earned money, we recommend that they interview a couple of other advisors. Working with us is simple. We coordinate all of the account transfers, construct a comprehensive financial plan and provide ongoing reviews. Come in for a visit - we have really good coffee.
Fee-based Asset Management
We are a fee-for-service firm. Our fees are paid directly by you, the client, and not from our investment partners. That said, our compensation is completely transparent, disclosed in advance and the same regardless of which investment managers we hire. Better yet, it costs you nothing to move your assets to our firm. Since we are fee-for-service, your hard earned money will never be locked up in an investment with hefty redemption fees. Instead, the solutions that we recommend are always liquid.
Ethics
Trademark Wealth Management will never accept any incentives from our investment partners. It only seems fair that if we want to attend a hockey game or a concert that the cost of the tickets should be our tab. We are not comfortable accepting incentives from our investment partners as this increases fees which ultimately places these costs on your tab. T-shirts, pens and other swag are for souvenir shops. We believe that accepting such incentives constitutes a blatant conflict of interest.
History
Trademark Wealth Management was born in Oceanside and is being raised by it’s founders whom are experts in the wealth management business. Our experience relates to growing, protecting and transferring your wealth.