Why Watermark?

You’re no stranger to the question “Why should I choose to work with you?” We’re not either. We hear this from family business leaders like you, every single day.

We created Watermark in 2006 with the objective to help our clients align their passion and goals, aspire to their highest potential and protect what they’ve earned.

Our team of experienced professionals works to bring you sound advice in a variety of areas including accounting and assurance, tax, finances, ownership transition, family dynamics, wealth planning and investments. We’ve got your back, and we’ve got you covered on all fronts.

Your family built your business because you saw a need that you knew you could fill. We’ve done the same.