Katie Markowski and Michele Traficante

**Please note that we are unable to take on new tax clients for the 2024 season at this time.**

No matter what your financial goals, Watermark Financial is here to help you. From planning for retirement, managing an inheritance or changing jobs to getting married or divorced, buying a house or setting up a college fund, we can assist you.

If you are looking for personalized attention and an understanding of your whole financial picture, then we may be a good choice for you.  We pride ourselves on knowing our clients and the intricacies of their lives well. Your entire financial life including cash flow and taxes are important to us when helping you to make good financial decisions, not just your investments.  

We offer a wide array of financial services for every stage of life. Please see the "Services We Offer" tab for more information on ways we can help you meet your goals.

If you are looking for information specifically about divorce and finances, please go to www.watermarkdivorce.net