Details for Watermark Wealth Strategies

Bill Backes

Investment Advisor
Certified Estate Planner

Chris Dock

Investment Advisor

Watermark Wealth Strategies, LLC provides
Private Wealth Management services for our clients,
focusing on all aspects of retirement strategy
and asset management.

It’s not about us, it’s about YOU!
We don’t believe in cookie-cutter investment strategies or
one-size-fits-all portfolios. We work with you to design an
investment and retirement plan according to your unique
goals and needs. Your plan is unique, and will not be the
same as anybody else’s.
Please contact us today to schedule an appointment
for a complimentary review of your retirement
strategy or let us create one for you.
408 S. Beeline Highway, Suite B, Payson, AZ 85541
928.472.6768
www.watermarkwealthtrg.com
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services
offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not
affiliated with Kestra IS or Kestra AS.

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