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.
“someone is sitting in the shade today because someone planted a tree a long time ago.”
– warren buffett
watermark capital management
stamford
1266 E Main St, 6th Floor
Stamford, CT 06902
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watermark capital management
brookfield
304 Federal Road, Suite 303
Brookfield, CT 06804
watermark capital management
hamden
3074 Whitney Ave, Building One
Hamden, CT 06518
watermark capital management
Milford612 Wheelers Farm Road, Second FloorMilford, CT 06461