your partners in planning a bright future
Our mission is to listen to your concerns, ask clarifying questions until we fully understand your needs, and provide you with professional guidance, services and products to help you reach your financial goals. We understand that preserving your trust is dependent on our maintaining the highest standards of integrity and professionalism in dealing with you as a client.
Kurt Lenz Managing Principal & co-founder
Mark Massa Managing Principal & co-founder
Adam Kohn Managing Director
Gregory Geloso Managing Director & Head of Business Development
John M. Altier Managing Director
Please click here for an important announcement regarding our friend and colleague Stephen Senetcky.
reach out today to discuss how we can work with you to help you realize your financial goals.
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 https://equitable.com/crs 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)