Watermark Wealth Strategies

The Wealth Stewards is a financial advisory firm located in Chandler, AZ, dedicated to providing comprehensive wealth management services to successful families. With a focus on continuous improvement and a commitment to their core values, they offer a range of services including alternative investments, banking and lending solutions, business planning, corporate retirement plan consulting, education planning, estate and charitable giving trust management, financial planning, investment banking, longevity planning, portfolio management, and retirement planning. Driven by a team of experienced professionals, The Wealth Stewards aims to help clients achieve their long-term objectives by balancing risk and return through diversification across various asset classes. They provide personalized service and a complete suite of cash management, banking, and lending tools to help clients take advantage of unique opportunities. With a focus on shared achievement and the enduring difference their clients' financial legacies can make, The Wealth Stewards is committed to being a trusted partner in pursuing financial independence and success.Generated from the website

Tracy Cobb has been a practicing CPA since 1987. He now works in Tempe, AZ where he specializes in helping individuals, & small businesses decrease their tax burden and grow their business. I am most passionate about helping small business people accomplish their goals. Nothing gives me more satisfaction than watching a small business owner become more successful than they thought possible. It can affect everything, their family, team, customers and community. Making a substantial, positive difference is the best that I can give back!

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.