Goldmark Financial Planners, LLC is licensed for business in Oregon.
A limited number of clients can be served in other jurisdictions where exemptions to domestic registration apply.
Our goal is to provide individuals, families, and small owner-operated companies with comprehensive, low-cost investment, insurance, and financial planning advice.
Investment and financial planning services are provided on a fee basis. We can either manage your portfolio using a national discount broker (Schwab Advisor Services) as a third-party custodian,
advise you on how to manage your own accounts, assist you in rollovers, transfers, closing or setting up accounts. We can also assist you by researching and helping you solve specific financial questions or situations on an hourly basis.
Life, health, disability, long-term care insurance, and annuity purchases are some of the most far-reaching and largest outlays the average person, family or company makes. We are not beholden to anyone provider and will search the market for the solution that best fits your need.
Wolfgang: (503) 375-0208
Joseph: (503) 287-1292
Fax: (503) 371-2615
Goldmark Financial Planners, LLC
PO Box 5190
Salem, OR 97304-3060
Wolfgang Sailler entered the field of personal Financial Services on Feb. 1, 1991, as a life and disability insurance agent with Mutual of New York, adding health insurance and variable products the following year. The captive agent system turned out not to be to his liking and in August 1993 he struck out on his own as WTS Financial and
Wolfgang Sailler entered the field of personal Financial Services on Feb. 1, 1991, as a life and disability insurance agent with Mutual of New York, adding health insurance and variable products the following year. The captive agent system turned out not to be to his liking and in August 1993 he struck out on his own as WTS Financial and Insurance Services, adding a stock broker's license on the way and affiliating with SunAmerica Securities, Inc. for the securities business.
Joseph Witt is an Oklahoma native who has lived in Portland, Oregon, since 2003.
He is passionate about helping people set goals and meet them. He completed the Executive Certificate in Financial Planning program at the University of Portland
in May 2011 and holds Certified Financial Planner (TM) designation.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Here are some websites to help you better understand financial planning:
Certified Financial Planner Board of Standards, Inc.
Financial Planning Association
Consumer Financial Protection Bureau
Social Security Administration
Oregon Division of Financial Regulation
Goldmark Financial Planners, LLC is an Oregon Registered Investment Advisor. A limited number of clients can be served in other jurisdictions where exemptions to domestic registration apply.
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