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Welcome to Watermark Financial

No matter what your financial goals, Watermark Financial can help you achieve them. From planning for retirement, managing an inheritance or changing jobs to getting married or divorced, buying a house or setting up a college fund, we can provide you with the tools you need to succeed.

If you are looking for personalized attention and an understanding of your whole financial picture, then we may be a good choice for you.  We pride ourselves on knowing our clients and the intricacies of their lives well. Your entire financial life including cash flow and taxes are important to us when helping you to make good financial decisions, not just your investments.  

We offer a wide array of financial services for every stage of life. Please see the "Services We Offer" tab for more information on ways we can help you meet your goals.

If you are looking for information specifically about divorce and finances, please go to

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Securities and advisory services offered through SagePoint Financial, Inc., member FINRA and SIPC. A registered broker-dealer and Investment Adviser.   Insurance and Tax services offered through Watermark Financial, which is not affiliated with SagePoint Financial, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CA, FL, MA, MO, NY, NC, OH, PA, RI, SC, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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