adam-kohn - Watermark Capital Management

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Adam Kohn
David Wurf
Gregory Geloso
John Altier
Kurt Lenz
Mark Massa
Matthew Stinson
Stephen Senetcky
Tim Ressler

Our Services

Financial Planning
Wealth Management
Risk Management
Retirement Planning

Our Team

Kurt Lenz
Mark Massa
Adam Kohn
John Altier
Gregory Geloso
Matthew Stinson
Stephen Senetcky
David Wurf

watermark capital management

stamford
1266 E Main St, 6th Floor
Stamford, CT 06902

Check the background of our financial professionals on FINRA's BrokerCheck

watermark capital management

hamden
3074 Whitney Ave, Building One
Hamden, CT 06518

watermark capital management

Milford
612 Wheelers Farm Road, Second Floor
Milford, CT 06461

watermark capital management

about us
Services
Approach
Client Login
Contact Us

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