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2151 E Pecos Rd, Suite #3
Chandler, AZ 85225

Contact Us Today!
(480) 464-9300

 

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

Retirement Traps to Avoid

Retirement Traps to Avoid

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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

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How Much Home Can I Afford?

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.

 

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

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You May Need to Make Estimated Tax Payments If…

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Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Choices for Your 401(k) at a Former Employer

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Principles

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Protecting Those Who Matter Most

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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