Waymark Wealth

Waymark Wealth Waymark Wealth Management is a fee-based financial advisory firm in the Greater Boston Area.

Housing costs, student loan debt, and the rising cost of living have millennials feeling the financial squeeze, but was ...
05/27/2026

Housing costs, student loan debt, and the rising cost of living have millennials feeling the financial squeeze, but was it really easier for baby boomers? The Waymark Wealth team breaks it all down, from 18% mortgage rates in the '80s to $600K starter homes today.

Watch the latest Coffee with Waymark to hear both sides of the argument and decide for yourself; which generation had it better? https://www.waymarkwealth.com/post/who-actually-had-it-harder-financially-baby-boomers-or-millennials

We’re proud to build lasting relationships grounded in trust, accessibility, and advice that’s always aligned with our c...
05/19/2026

We’re proud to build lasting relationships grounded in trust, accessibility, and advice that’s always aligned with our clients’ best interests. We're thrilled to share a review we just received this week.

"Waymark Financial is a topnotch financial planning firm that truly cares about their clients. Their team is committed to getting to know you personally and goes the extra mile to solve challenges and find solutions tailored to your needs and financial risk tolerance.

I trust their advice and they always put my interests and needs first. They are always available to take your calls and go the extra mile to ensure your satisfaction.

I highly recommend this firm and I give them a five star rating with no reservation whatsoever!"

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

05/15/2026

In this clip, Waymark's Client Services Manager Hanifa Nankinga, MBA talks about something almost everyone experiences: how easily small spending habits can add up faster than we realize.

The subscriptions.
The impulse spending.
The habits we normalize because they seem “small.”

Individually, they may not feel like much. But over time, those little expenses can quietly compete with your long-term goals.

That’s why financial planning isn’t just about investments or income.

It’s also about awareness, behavior, and understanding where your money is actually going.

Watch the full conversation on our blog: "Three Things We Wish We Knew 10 Years ago"

04/09/2026

Brendan explains how AI fits into financial planning – and why it’s a tool, not a replacement.

We're proud to earn the trust of our clients — and even prouder to keep it. At Waymark, personalized attention isn't a p...
04/07/2026

We're proud to earn the trust of our clients — and even prouder to keep it. At Waymark, personalized attention isn't a perk, it's the foundation of everything we do.

Learn more >> https://www.waymarkwealth.com/



This statement is a testimonial by a client of the financial professional as of 09/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

03/31/2026

As the dollar's value fluctuates, some see physical assets like gold as a way to help preserve wealth. In this clip, Hanifa discusses why gold continues to come up in today’s market conversations.

03/26/2026

Something unusual is happening behind the scenes of the global financial system. Some central banks are quietly shifting away from the U.S. dollar - and turning to gold instead. Why now? And what do they see coming that most people don’t?

In this Money Clip, Brendan breaks down a trend unfolding at the highest levels of global finance - one that could have major implications for investors.

Investing in your future is more than managing assets — it’s building a long-term plan with purpose. We’re honored to wa...
03/24/2026

Investing in your future is more than managing assets — it’s building a long-term plan with purpose. We’re honored to walk that journey with our clients.



This statement is a testimonial by a client of the financial professional as of 06/9/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

03/17/2026

Iran, oil prices and Trump; every news service is talking about these three things. But when you step back, three other factors might matter more than the headlines — munitions, markets, and mid-terms. Brendan explains the impact of these three forces on the longevity of this mid eastern conflict and what investors should be doing about it.

Watch the latest Money Clip.

Address

11 Apex Drive, Suite 300A
Marlborough, MA
01752

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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