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Westmark Wealth Management

Your financial future
starts here

Personalized financial planning and investment guidance
from professionals, exclusively for Westmark Credit Union members.

Account View Meet Our Advisors

What We Offer

Wealth Management Services

From retirement planning to investment management, our advisors provide the personalized guidance Idaho families need to build, and preserve and invest their wealth.

Westmark Wealth Management financial advisor reviewing a plan with a client

Our Advisors

Our financial professionals provide personalized, no-obligation guidance to help Westmark Credit Union members navigate every stage of their financial life.

Meet the Team
Couple attending a Westmark Wealth Management educational seminar

Events & Seminars

Attend free educational workshops on retirement income, Social Security optimization, tax-efficient investing, and estate planning strategies.

View Events
Mother holding her baby while planning for the family's financial future

Financial Planning

Build a comprehensive financial roadmap covering cash flow, debt management, tax strategies, and long-term goals tailored to your family's needs.

Mother and adult daughter discussing retirement planning together

Retirement Planning

Whether you're decades away or nearing retirement, we create income strategies, Social Security timing plans, and withdrawal approaches designed for your financial future.

Financial advisor reviewing investment portfolio performance on a laptop

Investment Management

Our advisors construct diversified strategies matched to your risk tolerance, time horizon, and financial objectives — with ongoing monitoring and rebalancing.

Couple reviewing insurance and annuity options with their advisor

Insurance Services

Seek to protect your family and assets with life insurance, long-term care coverage, disability income protection, and fixed or variable annuities.

Happy retired couple

401(k) & Employer Plans

Get guidance on 401(k) contribution strategies, employer plan rollover services, IRA conversions, and seeking to maximize your workplace retirement benefits.

Family discussing college savings and estate planning strategies

Education & Estate Planning

Plan for college with Educational savings accounts and preserve your legacy with estate planning strategies, beneficiary reviews, and wealth transfer guidance.

Westmark Wealth Management advisor meeting with a client

Contact Westmark Wealth Management

The professionals at Westmark Wealth Management can serve members in Idaho and surrounding states.

Meet our Advisors and learn more about the financial professionals serving Westmark Credit Union members. You may also contact us at 208-535-1100 or email aparry@westmark.org to schedule a no-cost, no-obligation consultation in person or by phone.

Check the background of these investment professionals on FINRA's BrokerCheck.

FINRA BrokerCheck

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westmark Credit Union and Westmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Westmark Wealth Management, and may also be employees of Westmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westmark Credit Union or Westmark Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency		 Not Credit Union
Guaranteed		 Not Credit Union
Deposits or Obligations		 May Lose Value

Westmark Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS