Poor communication, never available, not advisable at all. My mother is diagnosed with dementia, and even with proper documentation (POA & Letter from Doctor) they will not assist in any way. We...
Ms M.
5/24/2016
(1)
Watermark Wealth Strategies, based in San Diego, CA, is an independent financial firm specializing in wealth preservation. Their services include accumulation, tax burden relief, retirement planning, estate planning, and risk management.
The firm's goal is to design custom implementation plans to help clients pursue and preserve their wealth effectively. With a focus on personalized strategies, Watermark Wealth Strategies aims to assist individuals in achieving their financial goals.
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Poor communication, never available, not advisable at all. My mother is diagnosed with dementia, and even with proper documentation (POA & Letter from Doctor) they will not assist in any way. We...