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.
Our CFP® (Certified Financial Planner) has fiduciary duties requiring him to be unbiased, transparent, and act in the best interest of each client.
2151 E Pecos Rd
Chandler, AZ 85225
Mon-Thu: 8:30 AM - 4:00 PM
Fri: 9:00 AM - 1:00 PM
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Understanding how a stock works is key to understanding your investments.
Learn about the risks of not having health insurance in this informative article.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When it comes to generational differences, knowing the facts can be difficult.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a crash course on saving for college.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
There are a few things to consider when buying or leasing your next vehicle.