Choosing an Advisor

What to expect from your advisor

You divulge an incredible amount of information to your investment advisor and should expect certain things from your financial advisor relationship. What may surprise you is that your advisor also expects things from you. After all, you’ve given them your life’s savings and often told them that your retirement is in their hands.

7 things you should expect from your financial advisor relationship:

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Watermark Stone WealthWhat to expect from your advisor
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What do money managers do?

We help protect you, from you. When markets are volatile, advisors help clients concentrate on the long-term, instead of market dips, so you achieve your wealth goals.

Whether you celebrate Christmas, Hanukkah, Kwanza, or Bathtub Party Day (it is a thing and it happens in December, you’re welcome), December is a hub of festivities. Throughout this last month of the year, you might also find yourself participating in holiday parties, office gatherings and family get-togethers.

Generally speaking, these social events can be so much fun…music fills the air and there can be plenty of holiday treats. It is the same for us at Watermark, however, at some point throughout an evening, the inevitable question is asked… “What do you do?” It can be such a difficult question to answer and we find ourselves cringing as we know it is sure to be a conversation ENDER!!

No one really understands what a money manager does. Well, today, we’re here to let you in on the secret, and it’s really simple!

We protect YOU, from YOU.

You from you

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Watermark Stone WealthWhat do money managers do?
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