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.
2151 E Pecos Rd
Chandler, AZ 85225
Mon-Thu: 8:30 AM - 4:00 PM
Fri: 9:00 AM - 1:00 PM
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?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Six overlooked tax deductions to help manage your tax bill.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A collection of tips from professional travelers.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Making the most of surprises is a great reason to work with us.
With alternative investments, it’s critical to sort through the complexity.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how to set up your financial goals for success? This knight does.