We know how important it is to plan for your future. We also understand that you have work and family commitments that require flexibility. Fortunately, Watermark Wealth Strategies LLC can work around your schedule. We have no set hours, but we’ll always take your call. Contact our financial planners today to schedule an appointment.
Address
408 S Beeline Highway
Payson, AZ 85541
Phone: 928-472-6768
Check the background of this firm on FINRA’s BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 877-861-2261.
Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
Phone: 602-362-5201
Email: catherine@watermarkwealth.com
Catherine has a Bachelor’s Degree from the University of Arizona. She joined Watermark in 2020 after previously working in the Financial Service industry for over 10 years.
During this time at Watermark she has implemented several systems and procedures that have helped increase efficiency and client satisfaction. She is currently pursuing her Series 7 license in order to elevate her client and advisor services to a new level.
As a Practice Manager Catherine works to implement the the client service model by maintaining strong relationships, day to day operations, routine client account maintenance and addressing client questions or concerns at the highest level.
Catherine has lived in Arizona for over 25 years. She enjoys spending time with her family, friends and attending sporting events.
Phone: 952-447-3900
Email: christopherdock@watermarkwealth.com
Chris has worked as an investment and retirement consultant for over 28 years. Prior to starting his own practice in 1999, Chris worked for Deloitte & Touche, Watson Wyatt Worldwide / State Street Global Advisors and Ernst & Young.
Chris specializes in advising companies and individuals on the full spectrum of group and individual benefits: retirement plans and investments; asset-based income streams; medical, dental, and vision coverage; life insurance; and disability insurance.
Chris attended St. Olaf College in Northfield, Minnesota where he graduated in 1988 with a degree in Mathematics and Economics.