Watermark Wealth Strategies believes it is of the utmost importance that our clients guard their personal wealth. As financial advisors with years of experience, we’re uniquely qualified to help ease your tax burden, maximize your 401k, and navigate complex financial issues. We pride ourselves on our ability to not only competently answer your questions, but to find answers when we don’t have them at hand. To get started, contact our Scottsdale financial experts today.
11333 N Scottsdale Road Suite 295
Scottsdale, AZ 85254
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.