AssetMark supports financial advisors in their life’s work—helping clients thrive. By giving advisors the tools they need to be successful, we free them up to help their clients reach their goals. We are driven by a mission and set of values that puts advisors and their clients first.
Underpinning all of our services is a deep commitment to asset management excellence, compelling technology and thought leadership. These principles inform our business strategy and reflect our commitment to building deep relationships with advisors, investors and each other.
Financial advisor Diane Woodward shares her passion for teaching financial literacy and how she invites in women who are frequently left out of financial conversations.
Kristen Waggoner, account manager with Summit Financial Group, Inc., discusses how she builds client trust through financial education. From helping millennials with their first budget to managing wealth for entrepreneurs, Kristen talks about her dedication to delivering impeccable service and doing what’s right for her clients.
Read how Sara Brandston, Enrolled Agent and head of The Sara Brandston Group, Inc., brings peace of mind to investors and fosters strong, long-term client relationships.