WMT Investment Partners LLC

Watermark Investments Inc is a financial services firm based in Aurora, CO, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term wealth preservation, Watermark Investments Inc helps clients navigate the complexities of the financial markets to achieve their financial goals. Generated from their business information

In 1992, I received my Certified Financial Planner CFP® after spending 6 years consulting clients within the life insurance business. In 1992, the CFP® designation was the recommended education for anyone thinking about building a solid foundation for a successful financial planning practice. A practicing CFP® builds a solid financial plan around the concept of using investments as the catalyst for growing wealth and achieves client’s long range goals versus using life insurance as the platform for achieving the client’s objectives.