We spend a lot of time crunching numbers! This means that our investment and planning advice is made with dedication and care. Together we will strive to safely reach your wealth and retirement goals.
About Watermark Stone Wealth
Our team is devoted to providing you with personalized, knowledgeable wealth management and portfolio strategies.
About HollisWealth
At HollisWealth®, we approach wealth management from a different perspective. A perspective rooted in the thinking that we should have deeper relationships with advisors and their clients. Helping them grow, helping them succeed, helping them reach their full potential.
WHAT WE DO
We take the guesswork out of your finances, helping you plan for the future so you are prepared for whatever comes next.
Plan
We get a full picture of your starting point and your destination. Together, we’ll craft an integrated plan that will outline your journey to success.
Grow
Our professional money managers will help you grow your money safely over the long term by providing financial solutions and guidance tailored to you.
Protect
During our planning process, we’ll craft a comprehensive risk avoidance plan that takes care of you and your family.
PASS IT ON
Adept estate planning involves more than just “making a will.” We can assist you in developing and implementing an integrated, effective estate plan.
LET’S CONNECT
We would love to start helping you with your wealth management needs.
Prefer to use your phone and speak with us live? You can reach us at +1 416 785-0513 or +1 866 785-0513
Fighting with your partner about #money during the pandemic? You’re not alone. Here’s how to cope https://www.thestar.com/business/personal_finance/2020/06/01/fighting-with-your-partner-about-money-during-the-pandemic-youre-not-alone-heres-how-to-cope.html via @torontostar
Bad investment habits can hurt us financially. Recognizing them in ourselves is the first step. We’ve compiled 10 bad money habits we think are worth noting: http://watermark-wealth-management.com/break-these-10-bad-investing-habits/
As #COVID-19 spread, we quickly cut interest rates to cushion the blow. But rates on new mortgages didn’t decline much, and some actually went up at first. Read this article in The #Economy, Plain and Simple to find out why: http://ow.ly/wO4Y50zRHHH
