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 Wealth Management
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.
