Bridgemark Wealth Management

Bridgemark Wealth Management, a registered investment advisor based in Maryland, offers investment advisory services to individuals and high net worth clients. Established in June 2017, the firm is owned and operated by Winter A. Troxel and Rebeka King. Bridgemark provides wealth management services, including financial planning and discretionary investment management based on model portfolios tailored to client risk tolerance and goals. The firm primarily utilizes diversified mutual funds, ETFs, and individual equities in constructing portfolios. Investment strategies are long-term focused, with the flexibility to adjust based on market conditions. Bridgemark charges annual advisory fees up to 1.0%, based on assets under management, and provides financial planning services exclusively to clients receiving wealth management services. The firm does not participate in wrap fee programs and may recommend rollovers to IRAs, with fees based on assets under management. Bridgemark does not charge performance-based fees and exercises discretion over client investments, subject to agreed-upon guidelines. The firm does not have any disciplinary events and encourages clients to review its Privacy Policy, which outlines how personal information is collected, used, and protected. For more information, visit www.adviserinfo.sec.gov using CRD# 286177.