What we do

Our Approach

Watermark Wealth Management provides or facilitates a broad range of services to support our clients, such as:

  • Wealth and Retirement Planning
  • Discretionary Portfolio Management
  • Tax and Estate Planning
  • Insurance strategies to protect assets and lifestyle*
  • Multi-generational Financial Planning
  • Wills and Powers of Attorney
  • Trusts and Charitable Giving
  • Referral network for mortgage and legal services**

We work with clients to help them prioritize their life’s goals, and attain them. Our approach is strategic-based, whereby clients' individual needs dictate their wealth solutions and investment requirements.

Investment Planning, Retirement Planning, Insurance Planning*, Estate Planning and Education Planning are critical elements in accumulating and maintaining significant wealth. Through disciplined investment strategies in each of these areas, clients are well equipped to feel confident about their futures and the long term direction of their financial health.

Our Process

By taking a disciplined, process-driven approach, we can consistently provide our clients with a high quality level of service and proactively address all areas of financial planning. This structured process helps remove the emotional element from investing to keep activities focused and on track to achieving our clients’ financial goals with the least amount of risk. The client-advisor relationship is always a work-in-progress.

Our focus is to provide the best service possible, while choosing the best investment vehicles available.

“Judy and I have been clients of HollisWealth® for many years, and have nothing but praise for the team's professionalism, knowledge, and personal approach. They always respond to requests and questions quickly and we have benefitted from their knowledge and assistance on many occasions. Chuck, Dave, Stewart, and Kate have excellent product knowledge, and are all extremely personable. We have recommended and would continue to recommend Watermark/HollisWealth® to anyone needing financial advice and/or assistance.”

Bob and Judy S., September 2012