Watermark Wealth Strategies:
Grow, Protect & Preserve Your Wealth
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Watermark Wealth Video
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Emerging Market Opportunities
What are your options for investing in emerging markets?
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Even low inflation rates over an extended period of time can impact your finances in retirement.
When to start? Should I continue to work? How can I maximize my benefit?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Five phases to changing unhealthy behaviors.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There’s an alarming difference between perception and reality for current and future retirees.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.