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Our Services

Your financial life is an intricate dance of many moving parts. Knowing how vital it is for these separate pieces to complement each other, Watermark Wealth Strategies offers an array of services to design a completely coordinated plan.

  • Accumulation Planning – Whether you are looking to fund a child or grandchild’s education, purchase a new home, or simply save for retirement, we can assist you in identifying ways to preserve and grow your wealth.
  • Tax Planning – Your hard-earned money deserves to stay in your hands. Our team looks to enact tax efficient investment strategies and deferral options whenever possible, reducing the negative effects of taxes and uncovering possible savings and restructuring opportunities.
  • Retirement Income Planning – As you near the end of your career, we sit down with you to formulate a plan that maintains your lifestyle after transitioning to retirement. Your specific wants and wishes will be used to evaluate income requirements and craft a schedule for timely distributions.
  • Social Security Maximization – Before you reach retirement, our team can help you analyze your ideal age to begin taking Social Security withdrawals, as well as provide information on how this will affect your distributions and taxes after you’ve left the workplace.
  • Long-Term Care and Life Insurance – Rather than fear life’s unexpected events, we can institute necessary protective measures to avoid potential risks and safeguard your family from the devastating financial consequences of the unforeseen.
  • Estate Planning – The legacy you leave is more than an inheritance, it’s a higher purpose for your wealth. Continue to support the people and causes you care about most by formalizing an estate plan that extends your influence well beyond your lifetime.

A Foundation Built on Great Ideas


Dimensional Introduction


Applying Science to Investing