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
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Lifestyle considerations in creating your retirement portfolio.
Bonds may outperform stocks one year only to have stocks rebound the next.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you explored all your options when it comes to managing your taxable income?
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
You’ve made investments your whole life. Work with us to help make the most of them.
How do the markets usually react to elections? Was the 2016 election any different?