Watermark Wealth Strategies, LLC
Private Wealth Management For Select Individuals
At Watermark Wealth Strategies, LLC, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Location Information
2151 E Pecos Rd
Suite 3
Chandler, AZ 85225
Office Hours
Mon-Thu: 8:30 AM - 4:00 PM
Fri: 9:00 AM - 1:00 PM
Helpful Content
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Surprises
Making the most of surprises is a great reason to work with us.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.