Retirement Transition &
Tax Planning Specialists

Independent, Fee Only Fiduciary Advisors

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MAKE YOUR MARK

People don’t wake up one day and decide they need a financial planner.

It usually starts with something shifting.

Retirement is getting closer.
A business is being sold.
An inheritance shows up.
Or there’s a quiet realization:

“We’ve done well… but are we doing this right?”

At this stage of life, the questions become more complex.

How do we turn savings into reliable income?
How do we reduce unnecessary taxes?
How do we make sure we’re not missing something important?

What you likely need isn’t more noise or more investment ideas. You need clarity.

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The Wealthmark Way

Introduce ➜ Investigate ➜ Illustrate ➜ Integrate ➜ Iterate

¹ Introduce

We begin by getting to know each other.

Understand what prompted you to reach out
Learn about your goals and concerns
Determine whether we are a strong mutual fit

² Investigate

We uncover what matters most.

Gather financial information and documents
Explore retirement, tax, estate, and investment opportunities
Identify risks, gaps, and planning priorities

³ Illustrate

We show what is possible.

Present personalized recommendations
Model retirement and tax strategies
Quantify the impact of key decisions

⁴ Integrate

We put the plan into action.

Open and transfer accounts
Coordinate with your CPA and estate attorney
Implement investment and tax strategies

⁵ Iterate

We refine your plan over time.

Meet regularly to review progress
Adjust as life circumstances and tax laws evolve
Continue adjusting your financial plan

Experience and Pricing

Our Services

Our role isn’t just to manage money.
It’s to help you think clearly about it.

To simplify complexity.
To bring structure to decisions that feel overwhelming.
And to serve as a steady, experienced voice—especially when the stakes are high.

At Wealthmark Advisors, we walk clients through a process designed with a goal to bring both clarity and confidence.

Our Focus:

Retirement & Pre-Retirement Planning
Tax-Efficient Planning
Investment & Wealth Management
Legacy & Estate Planning

What many people value isn’t just the strategy—it’s how they want to feel: more organized, more confident, and less stressed about whether they’re missing something. It’s about having a plan—and more importantly, having someone walking with them through it.

Who We Work With

Our work is centered on individuals and families who are in or nearing retirement—typically between ages 50 and 75—who have done a great job building wealth and now want to be intentional about how they use it.

You’re not looking for noise or quick tips—you’re looking for clarity, discipline, and a plan that fits your life.

We also specialize in supporting professionals and individuals with unique planning needs, including:

Physicians & Healthcare Professionals
Teachers & Educators
Federal Employees (FERS & TSP)
Business Owners & Entrepreneurs

"I believe money is a tool. Not the end goal—but something that, when used well, can create freedom, opportunity, and impact for the people you care about most. "Kevin J Pentz

If you’re at a point where things are getting more complex, or you just want a clearer path forward, it might be worth having a conversation.

Contact Us Today

One Mission. Multiple Locations. Nationwide Impact.

Wealthmark Advisors operates with offices in Washington and Idaho. Our advisors work together to bring clients the shared insight and experience of the entire team. Through both in-person and virtual meetings, we work with families across the country while maintaining the thoughtful, individualized guidance that defines our firm.

Behind the scenes, we are supported by Commonwealth Financial Network, providing the technology, research, and operational resources of a nationally recognized advisory platform.

Washington

Silverdale - 2819 NW Kitsap Place, Ste 201

Port Townsend - 675 Tyler St.

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Idaho

Hayden - 157 W. Hayden Ave, Ste 205