Dealing with the team at Watermark Wealth Management allows me peace of mind. With all of the global financial market instability, it is comforting to know that Chuck, Dave, Stewart and Kate are at the helm allowing me to rest easy and stay focused on the longer term outcome. They are available to take my call whenever I have a question and their proactive approach to market conditions has always been of value to me. My investments, while important, are only one aspect of the overall plan. The team takes a holistic approach to other aspects of my life such as post education schooling for my children, retirement, travel, insurance, tax planning and long term care considerations down the road. I have been working with the team at Watermark Wealth Management since 2005 and I look forward to a continued partnership for many more years to come.