In the relaxed environment of the Watermark Wealth Strategies offices, our sole focus is learning about who you are, what matters to you, and what you hope to achieve with your wealth. The past that defines you and the future that inspires you are the building blocks with which our CERTIFIED FINANCIAL PLANNER™ professionals, Certified Public Accountants, Certified Senior Advisor® professionals, and Certified Estate Planner™ professionals construct your comprehensive financial plan. By getting to know you on a personal level, we establish a deep relationship which embodies compassion, patience, and sincere appreciation.
We thank you for allowing us to be a major part of your life, and we invite you to take a glimpse into our own histories and qualifications.
As a partner at Watermark Wealth Strategies, Rich Liberante’s role is to facilitate the harmonization of our clients’ financial lives. Nothing excites him more than to see an uncoordinated mix of investments transform into...