Waymark Wealth Management LLC - Marlborough, Massachusetts

Brian Z.

Our family has been working with Waymark Wealth Management for over 12 years and cant say enough about their level of professionalism, caring and personal approach to your financial questions and needs. I cant recommend Brendan and his team enough to anyone looking to put their financial portfolio in good hands.

Carl R.

Waymark has been instrumental in getting us to an early retirement. They did this through proper risk management - taking the long view and helping us ride out the bad times.

The best thing they did was help us build a safety net so that we could take some risks in our careers (working for startups etc.). So they have not only improved our financial picture, but also have allowed us to have more fulfilling careers.

Ann B.

Waymark meets us where we are! Very responsive to our needs. A great value. They have helped us meet and exceed our financial goals. We ❤️ Brendan and Brandon!!

Anne L.

As a senior citizen, about to celebrate an 80th birthday, I have many concerns regarding growth and stability of my funds.
Over seven years ago, my son convinced me to use Waymark as my
financial advisors. With their professional help, and staff, my financial future is very secure.

Cindy W.

We have been with Waymark for almost 10 years and it was the best decision we have made regarding our finances. Brendon is the best and cares about us personally and in trying to get the most out of our money. Highly recommend!!

Mike R.

The Waymark team was incredibly helpful in getting my financials organized and all in one place. As a recent college grad it was a bit overwhelming navigating my savings, planning a budget and being introduced to long-term investing. Thankfully, the Waymark team made this an easy and painless experience!

I especially appreciated the goal planning with Brendan. He prompted me to write out exactly what I wanted to save money for over the next 3 years, with actions I could take to get me there. It gave me a good road map to focus on over the next few years. A simple exercise that really went a long way!

I'd recommend Waymark to anyone looking for support on achieving their personal and financial goals.

Josh L.

Waymark is an extraordinary firm. I've been with them now over five years, and I am so grateful to have them in my life. They blend financial expertise with a genuine commitment to nurturing personal relationships. They prioritize understanding financial goals and tailoring strategies to match. The advisors at Waymark understand the market, and they translate financial concepts into clear language. What truly sets them apart is their dedication to fostering strong personal connections. Beyond the numbers, they take the time to understand life aspirations, family dynamics, and values. The care and attention to detail exhibited by the team create an environment where I feel not only financially secure but also valued. They have my highest recommendation.

Melissa R.

The team at Waymark is both professional and personal. They truly get to know their clients and treat them in a friendly yet respectful manner. I fully trust their ability and knowledge to make financial decisions and recommendations in my best self interest.