WealthMark Financial Strategies

Financial ServicesAlabama, United States2-10 Employees

Patrick Clayton Edwards with WealthMark Financial Strategies provides  financial strategies plus insurance and investment solutions to businesses and individuals. 

The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.


WealthMark Financial Strategies
4121 Carmichael Rd, Ste. 401, Montgomery, AL 36106
334-279-1987

Patrick Clayton Edwards is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. 

Patrick Clayton Edwards is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.

Patrick Clayton Edwards is also a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor, offering advisory services.

Patrick Clayton Edwards is not licensed in all jurisdictions.
Clay's CA ins lic #4267933.

WealthMark Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

Neither WealthMark Financial Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice.  Please consult your own tax, legal, or accounting professionals before making any decisions.

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

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