Mark Grubbs
Financial Advisor
Westpac Wealth Partners
Since joining WestPac Wealth Partners in 2012, Mark has helped business owners navigate the intersection of their business and personal financial lives. He specializes in exit planning, working alongside attorneys, CPAs, and other advisors to develop coordinated strategies for business transitions, whether through a family succession, management buyout, third-party sale, or retirement.
His approach focuses on increasing business value, preparing for a successful transition, and preserving long-term wealth. Every engagement begins with a complimentary seven-step business valuation, providing the foundation for informed decisions around exit planning, tax strategy, business continuity, and wealth diversification.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number – 1541031. 9016594.1 Exp. 07/28