Stonemark Wealth Management

Stonemark Wealth Management Investment Strength for Your Future. Stonemark Wealth Management provides trusted guidance for your financial journey ahead.

Using your goals as a guide, we craft the best solutions for your financial needs. Our motivation is to make sure your future stays on track, and your understanding of the available options is an essential part of the process. Every wealth management firm says they care, but we prove it every day. We stand by our clients and strive to make sure their future plans are obtained. We operate with comp

lete transparency to make sure you fully understand your portfolio and investments. No matter the service we provide, it is done with your best interest in mind. What you can expect:
- Stability and loyalty for our clients
- A high-level of experience in Wealth Management
- Evolving expertise in Capital Markets
- Agile and resourceful advisors

Stonemark Wealth Management will be closed on Friday, June 19 in observance of Juneteenth National Independence Day. Any...
06/15/2026

Stonemark Wealth Management will be closed on Friday, June 19 in observance of Juneteenth National Independence Day. Any transaction requests submitted after the trading deadline on Thursday, June 18 will be processed when we resume business hours on Monday, June 22. Please call us at (626) 304-9888 if you need any assistance.

Thank you and enjoy the holiday.

Last weekend, Managing Principal Wade Perry participated in the Balboa Island Parade as a member of the American Legion ...
06/08/2026

Last weekend, Managing Principal Wade Perry participated in the Balboa Island Parade as a member of the American Legion Color Guard, helping honor our nation's veterans and the enduring values of service, sacrifice, and citizenship.

At Stonemark Wealth Management, we believe that serving our clients and serving our communities go hand in hand. We are proud to support team members who remain active in their communities and continue to give back through organizations that make a difference.

Congratulations to Wade and his fellow American Legion members on being featured on the front page of the Daily Pilot. Your commitment to service reflects the values we strive to uphold every day.

Read the Daily Pilot's full article here:
https://www.latimes.com/socal/daily-pilot/news/story/2026-06-01/balboa-island-parade-kicks-off-summer-with-good-vibrations

Stonemark Wealth Management will be closed on Monday, May 25 in observance of Memorial Day. Any transaction requests sub...
05/21/2026

Stonemark Wealth Management will be closed on Monday, May 25 in observance of Memorial Day. Any transaction requests submitted after the trading deadline on Friday, May 22 will be processed when we resume business hours on Tuesday, May 26. Please call us at (626) 304-9888 if you need assistance.

Thank you and enjoy the holiday.

April marked a major shift in market sentiment, with equities posting one of their strongest rallies in years. Strong ea...
05/20/2026

April marked a major shift in market sentiment, with equities posting one of their strongest rallies in years. Strong earnings, improving macro conditions, and AI infrastructure demand continued to drive markets higher. Read more about recent news in our April Market Commentary: https://www.stonemarkwealth.com/april-2026-market-commentary

March was characterized by heightened volatility as geopolitical tensions and rising energy prices renewed inflation con...
04/21/2026

March was characterized by heightened volatility as geopolitical tensions and rising energy prices renewed inflation concerns and pressured global markets. Despite the risk-off environment, improving valuations are beginning to present compelling long-term opportunities. Read more about recent news in our March Market Commentary: https://www.stonemarkwealth.com/march-2026-market-commentary

04/07/2026

Stonemark will be holding our annual planning session this Thursday morning and will be unavailable from 8:00 AM to 12:00 PM.

During this time, our team will have limited access to phones and email as we focus on strategic planning to better serve you in the year ahead. We will resume normal availability after 12:00 PM and will respond to any messages as promptly as possible.

Thank you for your understanding and continued trust.

Stonemark Wealth Management will be closed on Friday, April 3 in observance of Good Friday. Any transaction requests sub...
03/30/2026

Stonemark Wealth Management will be closed on Friday, April 3 in observance of Good Friday. Any transaction requests submitted after the trading deadline on Thursday, April 2 will be processed when we resume business hours on Monday, April 6. Please call us at (626) 304-9888 if you need any assistance.

Thank you and enjoy the holiday.

03/13/2026

Our co-founder Wade Perry, serving as Vice President of the Board of Directors for Fisher House Southern California, proudly accepts a generous contribution from Beazer Homes in support of Fisher House SoCal.

Address

225 S Lake Avenue, Suite 1170
Pasadena, CA
91101

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16263049888

Website

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