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Watermark Asset Management, Inc.

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Watermark Asset Management, Inc.

Overview:

Watermark Asset Management, Inc., is an independent registered investment advisory firm. We are a fee only practice serving investors seeking professional advice. Above all, we value the relationships we share with our clients. As personal advisors, we know our clients and can recommend investments that fit individual needs and attitudes.

Financial independence is a goal we all share. And today, the investment world seems to offer more opportunity to reach that goal than ever before. Yet, volatile financial markets, complicated estate planning issues and an abundance of investment strategies can lead to uncertainty or confusion.

Many individuals choosing professional investment management cite a change in personal circumstances as a catalyst in changing the way they deal with their assets. Marriage, an inheritance, a promotion, company stock options, busy work schedules and even thoughts of retirement lead to the desire to work with a financial professional.

An independent advisory firm offers expertise in financial matters, objectivity in evaluating investments and investment opportunities, the time commitment necessary to oversee a complex and quickly changing investment environment and the security in knowing that you have a financial partner who is looking after your best interest.

History: Established in 1997.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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