Our Services

Financial Planning

We offer financial management strategies specific to each client’s needs throughout each phase of life. We can walk you through a step-by-step process to help make you feel more comfortable with your decisions. Whether it is accumulation for retirement, estate planning, or specific financial requirements, we create and maintain a plan to accomplish those objectives. 

What to expect from Watermark Investment Services

Disciplined Investment Management Strategies:

We help clients manage their wealth by striving to manage risk and expectations utilizing broadly diversified portfolios. Our disciplined process offers flexibility to take advantage of opportunities while managing market volatility.

We are able to offer assistance for the following:

Defined Contribution Plans

  • Money Purchase Pension (MPP)
  • Profit Sharing
  • 401(k)
  • KEOGH (HR-10)

Defined Benefit Plans

Taft-Hartley Plans

Individual Retirement Accounts

  • Traditional IRA
  • Roth IRA
  • SEP (Simplified Employee Pension) IRA

Financial and Estate Planning

  • Retirement and education planning
  • Tax planning strategies
  • Wealth transfer
  • Charitable giving

Investment Services

  • Portfolio management strategies
  • Brokerage services
  • Cash management strategies

Risk and Liability Management

  • Income protection strategies
  • UITs