Your CERTIFIED guide to
WEALTH BUILDING
Financial planning Services
Comprehensive planning from CERTIFIED FINANCIAL PLANNERS™ and their team to help you discover and plan for your financial goals.
investment management Services
Tailored investment strategies that align with your goals. We believe in a long-term approach to investing, focusing on building a portfolio that strives to weather market fluctuations.
Insurance, Tax services & More
Keep more of what you earn and preserve what matters most with our extensive tax preparation, mitigation, and insurance expertise.
Your Financial Future, Our Commitment
CERTIFIED FINANCIAL PLANNERS® Karen Wearden & Robert Meade
Reliable Experience and Independence
Karen Wearden and her associates have transitioned to an independent, team-based practice to deliver a robust client experience. With more options, you have the freedom to explore a broader range of financial strategies and planning tailored just for you.
Comprehensive Financial Services
We provide a comprehensive range of financial services tailored to both your personal and business needs, all conveniently available under one roof. Whether you need help with retirement planning, tax strategies, estate planning, or investment management services, our team of professionals can guide you every step of the way.
Transparency and Trust
We believe in building long-term relationships based on trust and transparency, which is why we strive to prioritize your best interests. We provide regular updates and clear communication on your investments and financial plans, so you can stay informed and confident in your financial decisions.
MEET
KAREN
Karen M Wearden, CFP®, Chfc®, AAMS™, CRPC™
Everyone deserves financial advice and coaching that can help keep them on track. Since 2015, I have served as a financial advisor, and in 2024, I established my independent practice — Wealth Market.
Drawing on my background as a former college athlete with a passion for coaching, I adopt a supportive and encouraging approach to guiding both my clients and my team toward success.
MEET
ROBERT
I’ll work alongside you to develop an integrated plan for financial wellness— combining my expertise with financial planning and wealth management services. I’m a seasoned chartered financial analyst skilled in financial planning, investment strategies, and tax mitigation. I act as a fiduciary, putting your financial interests above all else.
I believe in a collaborative approach to financial planning. That means working closely with you to ensure that you are fully informed and involved in every decision-making process.
ROBERT MEADE CFP®, CFA®
MEET
LAURIE
laurean M Rinck
I bring over two decades of experience in the financial industry to my role as a Relationship Manager at Wealth Market. With a strong foundation built from 15 years on Wall Street and subsequent expertise in trust management at a major bank, I excel at understanding and addressing the complex needs of my clients.
My primary focus is to coordinate the Wealth Market team to deliver tailored financial solutions, ensuring that every client’s financial life is thoughtfully orchestrated.
MEET
LISA
Lisa Marchione
I’m a relationship manager at Wealth Market, bringing over five years of experience from my previous role at Edward Jones. I’m always here to help and I’m passionate about creating a warm environment for our clients.
Known for my strong background in client service, I work closely with the team to ensure clients receive personalized and attentive care. My expertise and dedication enhance the client experience, supporting the firm's mission to provide comprehensive and tailored financial services.