Who you hang around says a lot about you. Here’s our crew.
First, it’s probably useful to know that we’re part of a bigger group that is a real powerhouse. The Watermark Group has four teams; our CPA Group, us (Watermark Wealth Management), our Risk Management group, and The Watermark Group Charitable Fund. From financial planning, investment management, risk management, tax, audit, merger and acquisition and forecasting, to projections, cash flow analysis, financial statement trends, benchmarking, and charitable giving, we really bring a lot of muscle to the planning table.
Call us at: 317.805.0805
Team bios drawn from the existing website.
Phone call and LinkedIn CTAs