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.
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
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. 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 to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Watermark Capital Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-147019 (Rev. 9/20) (Exp. 9/2023)