Wealthmark, LLC

Megan Cooley is a financial advisor at WealthMark, LLC with a Series 65 designation and over 11 years of industry experience. Prior to her current role, she worked at Gruff Brewing for six years. WealthMark, LLC provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies, combining fundamental, technical, and cyclical analysis, and offers customized solutions including subadvisory and 529 college-savings services.

Benjamin Esget is a financial advisor with WealthMark, LLC in Bellingham, WA, holding a Series 66 designation and 19 years of industry experience. He has worked with WealthMark since 2007 and with Matrix Capital Group since 2014. Outside of his advisory role, Esget is a certified TACFIT coach at the Bellingham Athletic Club, where he teaches fitness classes several hours per week. WealthMark LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and offers various strategies including absolute-return and all-weather approaches, along with ongoing portfolio monitoring and a quarterly client newsletter.