Your Goals are
Our Goals

Your Success is
Our Success

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“At Watermark Stone Wealth we have the knowledge and experience needed to effectively help our clients to navigate their pathway to financial success.”

We Measure Our Success

By Your Success

At Watermark Stone Wealth, for investment planning, we have a core value of always placing the client’s interest first and foremost. When explaining the importance of this belief, we often use the example of the book “Where are all the Customer’s Yachts”.

When author Fred Schwed Jr. wrote his satirical book about Wall Street in 1940, he explained that the title comes from an “ancient story” in which “an out-of-town visitor was being shown the wonders of the New York financial district. When the party arrived at the Battery, one of his guides indicated some handsome ships riding at anchor. He said, “Look, those are the bankers’ and brokers’ yachts”. “Where are the customers’ yachts?”, asked the naïve visitor.”

Unfortunately, the pointed meaning behind this title is every bit as relevant today as when Mr. Schwed wrote his book 75 years ago. All too often new products, strategic innovations, and tactical devices seem designed to create great benefits for the promoters, salespersons, product manufacturers, advisors, bankers, brokers, etc… basically everyone except the client.

To many investors, it seems they are always being offered the “sizzle”, but never the “steak”. At Watermark Stone Wealth, our client’s interests’ always come first. Every product we recommend, every strategy we support, and every tactic we employ, is carefully evaluated with the paramount desire to create benefit for our clients. While some investment planning recommendations are more successful than others, all are made with the intention of growing or preserving our clients’ wealth. Your goals are our goals, and we measure our success by your success.

Investment Planning


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