We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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How We Help
Contact us today to find out how we can help with your financial needs.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Life In A Box
Learn more about our amazing team of professionals.
Since 1993, Mark Larimore has assisted a wide range of clients with their life and financial goals. He is dedicated to helping people create, manage, and preserve wealth. Mark works closely with your team of tax and legal professionals to help clients with their objectives.
Mark has been regularly recognized as a Five Star Wealth Manager by Texas Monthly magazine.
Mark earned his B.S. in Civil Engineering from Purdue University, a Masters in Engineering from the University of Texas at Austin, and his M.B.A. from the University of Texas at Austin. Mark holds the advanced designation of Accredited Asset Management Specialist (AAMS). This advanced credential is awarded to select financial professionals who have demonstrated a high level of skill, knowledge, and experience with asset allocation and money management. Mark holds FINRA licenses 24, 7, 63, and 65 with LPL Financial and an insurance license with the state of Texas since 1993.
Mark resides in Plano with his wife, Marla, and their two daughters, Lindsay and Sydney. Mark and his family enjoy skiing in Colorado and family weekend activities at Cedar Creek Lake.
Mark Larimore is a Registered Principal with LPL Financial and may discuss and/or transact business with residents of the following states: AR, AZ, CA, CT, FL, IL, KS, LA, MD, MS, NC, NJ, NM, NV, OK, TX, and VA.
Mark is registered as an Investment Advisor Representative in the following states: TX.
Barton ("Bart") Gunter is an experienced wealth management professional serving the Dallas, Texas area. He is a CERTIFIED FINANCIAL PLANNER(CFP®). He also has a masters of science degree in financial services.
Gunter Wealth Management is dedicated to helping individuals and families plan for their future by providing wealth management, financial planning, retirement planning, estate preservation, and tax advantaged investment strategies.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with the goal of preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to help work toward those rewards. I enjoy helping people toward building a solid financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
Bart and his wife, Sharon are the proud parents of their five children and two grandchildren. As a commercial pilot with instrument rating, Bart has been enjoying flying since he was a teenager.
"No strategy assures success or protects against loss."
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.
Wesmark Wealth Management, representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Illinois, Kansas, Louisiana, Maryland, Nevada, New Jersey, New Mexico, North Carolina, Oklahoma, Texas, Virginia, Virgin Islands, and Wyoming.