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Trusted Partners in navigating your financial future.

Whether charting your retirement, mapping a wealth management plan or mitigating risk, we are dedicated to finding strategies that best support you and your loved ones. 

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With over 110 years of combined experience, our team focuses on all aspects of wealth management.

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We craft personalized financial strategies that support every stage of your journey

Our team focuses on all aspects of wealth management. From financial planning and asset management accounts to retirement plans and life insurance, Watermark Capital Management helps our clients chart a course to a bright future. Whether you are just beginning your career, planning a family or eyeing retirement, we can help you achieve your goals.

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“someone is sitting in the shade today because someone planted a tree a long time ago.”

– warren buffett
Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Important Information & Disclosures: PLEASE SEE ATTACHED Watermark Capital Management is not owned or operated by Equitable Advisors or Equitable Network. PPG-6098348.1 (11/23) (Exp. 11/27) - powered by Enfold WordPress Theme