Building Multi-Generational Wealth Through Personalized Financial Solutions
At WealthMark Financial Strategies, we develop long-term, generational wealth for our clients by starting with trust. In nearly 40 years of business, we've emphasized building personal relationships with our clients to truly understand their deepest wants and needs.
With a firm understanding of each individual's goals, we can recommend the ideal blend of products and services to help every family, small business owner, and corporate leader we work with achieve their goals.
Having spent the last four decades supporting a variety of clients, we're as comfortable discussing retirement strategies beside a mud-caked tractor as we are explaining life insurance policies in fluorescent-lit boardrooms. Ultimately, we're here to care for our clients and their families now so that they are prepared for the future, no matter what the twists and turns of life throw at them.
Clay Edwards
Principal, Financial Advisor
Office: 334-279-1987
Toll-Free: 800-476-8669
Fax: 334-279-5354
Contact Us
Please feel free to contact us with any questions.
Calculators
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.