Waymark Wealth

Waymark Wealth Waymark Wealth Management is a fee-based financial advisory firm in the Greater Boston Area.

06/17/2026

Credit card rewards programs can sound appealing: cash back, travel points, perks, and bonuses. But credit card companies aren’t offering those rewards out of generosity. Their business model depends on consumers spending more and, in many cases, carrying balances and paying interest.

In this Money Clip, Waymark's Associate Advisor Brandon Cardarelli, CFP®, explains why it’s important to use credit cards carefully and stay aware of the behavioral side of spending.

Rewards can be useful, but only when paired with discipline and intentional financial habits.

06/11/2026

It looks like Elon Musk might become the world’s first trillionaire tomorrow. One trillion dollars is hard to fully grasp. For our Boston folks, he could buy 50 Big Digs! Brendan breaks it down.

06/02/2026

If Waymark Managing Director Brendan Sheehan, MSFP, CFPⓇ could go back 10 years, one of the biggest things he would tell his younger self about investing is this: not everything that sounds sophisticated performs better.

A lot of people assume the “smart” investment strategy has to be complicated.

Alternative investments.
Complex funds.
Strategies that sound exclusive or cutting edge.

But over time, many investors learn something surprising: the tried-and-true “boring” investments often outperform the things people get most excited about.

That doesn’t mean alternative investments never have a place.

But it does mean that chasing complexity, hype, or the feeling of doing something more advanced can sometimes distract from what actually builds long-term wealth.

The full conversation dives deeper into the investing lessons, behaviors, and mindset shifts we wish we understood earlier. Check it out on our website blog "Three Things We Wish We Knew 10 Years ago"

Housing costs, student loan debt, and the rising cost of living have millennials feeling the financial squeeze, but was ...
05/27/2026

Housing costs, student loan debt, and the rising cost of living have millennials feeling the financial squeeze, but was it really easier for baby boomers? The Waymark Wealth team breaks it all down, from 18% mortgage rates in the '80s to $600K starter homes today.

Watch the latest Coffee with Waymark to hear both sides of the argument and decide for yourself; which generation had it better? https://www.waymarkwealth.com/post/who-actually-had-it-harder-financially-baby-boomers-or-millennials

We’re proud to build lasting relationships grounded in trust, accessibility, and advice that’s always aligned with our c...
05/19/2026

We’re proud to build lasting relationships grounded in trust, accessibility, and advice that’s always aligned with our clients’ best interests. We're thrilled to share a review we just received this week.

"Waymark Financial is a topnotch financial planning firm that truly cares about their clients. Their team is committed to getting to know you personally and goes the extra mile to solve challenges and find solutions tailored to your needs and financial risk tolerance.

I trust their advice and they always put my interests and needs first. They are always available to take your calls and go the extra mile to ensure your satisfaction.

I highly recommend this firm and I give them a five star rating with no reservation whatsoever!"

This statement is a testimonial by a client of the financial professional as of 05/18/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

05/15/2026

In this clip, Waymark's Client Services Manager Hanifa Nankinga, MBA talks about something almost everyone experiences: how easily small spending habits can add up faster than we realize.

The subscriptions.
The impulse spending.
The habits we normalize because they seem “small.”

Individually, they may not feel like much. But over time, those little expenses can quietly compete with your long-term goals.

That’s why financial planning isn’t just about investments or income.

It’s also about awareness, behavior, and understanding where your money is actually going.

Watch the full conversation on our blog: "Three Things We Wish We Knew 10 Years ago"

04/09/2026

Brendan explains how AI fits into financial planning – and why it’s a tool, not a replacement.

We're proud to earn the trust of our clients — and even prouder to keep it. At Waymark, personalized attention isn't a p...
04/07/2026

We're proud to earn the trust of our clients — and even prouder to keep it. At Waymark, personalized attention isn't a perk, it's the foundation of everything we do.

Learn more >> https://www.waymarkwealth.com/



This statement is a testimonial by a client of the financial professional as of 09/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

03/31/2026

As the dollar's value fluctuates, some see physical assets like gold as a way to help preserve wealth. In this clip, Hanifa discusses why gold continues to come up in today’s market conversations.

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11 Apex Drive, Suite 300A
Marlborough, MA
01752

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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