Your CERTIFIED guide to
WEALTH BUILDING
Financial planning Services
Comprehensive planning from a CERTIFIED FINANCIAL PLANNER™ 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 PLANNER® Karen Wearden
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
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
JULIEN
Julien Mattioli
Julien oversees the systems, technology, and day-to-day operations that keep Wealth Market running efficiently. He manages internal workflows, coordinates with custodians and home office support, and handles the firm’s bookkeeping and financial systems.
MEET
Madison
Madison Greene
Madison Greene is a Marketing Consultant at LPL Financial. She has over 7 years of marketing experience and is currently based in San Diego, California. She is part of a dynamic marketing solutions team, where she focuses on helping advisors grow their businesses through smart, strategic marketing that enhances client experience and drives meaningful results. Madison brings both a strong professional foundation and a collaborative mindset to her work.