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
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What is your plan for health care during retirement?
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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