We Deliver Tailored Financial Advice to Clients Across the Country

At Watermark Wealth Strategies, we believe in listening to our clients and providing tailored financial advice to them. Whether you’re just beginning a career, starting a new family, or nearing retirement, our financial planning experts devise a detailed plan that works for you.

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We Advise a Wide Range of Clients on Financial Matters

Many of our clients are uncertain of whether they need financial advice. Over the years, we’ve served clients of all kinds, clients who were faced with a number of financial obstacles. We encourage you to contact us to schedule a consultation about your finances. You may benefit from professional financial advice if you’re:

Approaching Retirement

Retirement is an exciting time for all of our clients. But it also poses new challenges, many of which can be significantly eased with financial planning. We can help determine if you’re ready to retire, when to file for social security, and plan a strategy for withdrawing funds from your retirement accounts.

Starting a Family

Whether you’re marrying or having your first child, we can help with the financial challenges that you’ll face. Watermark Wealth Strategies can help you and your partner purchase life insurance, set up a college fund, and plan for retirement.

A High Earner

Individuals in higher tax brackets have more to save and invest, but often don’t know what to do with that money, or how to take advantage of tax breaks. We can help devise a savings, investment, and tax strategy that works for you.


While maintaining self-employment gives you a lot of freedom, it can pose a litany of financial issues for our clients. Fortunately, we have the experience needed to help self-employed clients plan for retirement and best manage their finances to work towards a better future.

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Planning for Specific Needs

Many of our clients see us to resolve specific planning needs. For instance, individuals with extraordinary student loan debt can benefit from professional financial planning, and parents of children with special needs can use our advice to budget their child’s lifelong medical experiences.

Contact Us Today for Skilled Financial Advice

We serve clients across the country. Regardless of your location, you’ll find capable and skilled financial planners at all of our offices ready to help. Watermark Wealth Strategies is passionate about helping clients find financial stability now and into the future. Contact us today!

Our Clients Trust Us to Look Out for Their Interests

Plan Ahead for Retirement

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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.