Broker Check

Privacy Policy

Welcome to Watermark Wealth Strategies website, Watermark is excited to help you learn about financial services and sources available to help achieve your financial goals. This privacy policy applies exclusively to Watermark Wealth Strategies: plus landing pages. If you have any questions concerning this policy, please contact us at

Personal information may be made available to the Content Management System (CMS) when filling out forms on the website, and shall be kept confidential. This information includes but is not limited to: first and last name; company, home, postal or other address; telephone number; title or position in company, occupation or industry. The primary goal in collecting this information is to improve the user experience on the website. Any information stored for use on is only accessible to Watermark employees, investors and it’s service provider. Watermark will not disclose identifiable information without your permission or any unlawful purpose.

Any information you submit to this website will be kept confidential unless clearly stated otherwise. We may use information submitted to contact you with news about our region, Watermark services and events.

Watermark may permit website analytics providers to collect and evaluate data, as well as utilized cookies (small files which transfer to your hard drive through your web browser) to compile aggregate data about site traffic, allowing for a better overall visitor site experience.

Watermark’s website may contain links to sites operated by third parties. Watermark has no control over the privacy policies on those sites. AS a best practice, it is recommended to read the privacy policy of a linked site before disclosing any personal information.