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Kestra Financial adds Watermark Wealth Strategies

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Independent adviser platform Kestra Financial has added Watermark Wealth Strategies, an independent wealth management practice focused on addressing the needs of pre-retirees and retirees.

Based in Scottsdale, Arizona, Watermark Wealth Strategies was founded by principals Carmen Cercone and Kyle Richardson, along with co-founders Thomas Lundgaard, Tyler Brilinski, and James Bruce in 2009.
 
The firm’s 10 advisers collectively manage USD700 million in assets and provide a diverse suite of services, including retirement planning, estate planning, investment management, insurance strategies and tax planning.
 
“Watermark Wealth Strategies exemplifies the type of firm poised to benefit from Kestra Financial’s holistic adviser technology and vibrant culture,” says Daniel Schwamb, senior vice president of business development at Kestra Financial. “Kestra Financial is focused on supporting the growth of elite advisory professionals who share our commitment to providing integrity-centric services supported by next-generation technology solutions.”
 
“Kestra Financial offers a customised experience to advisors looking for a growth-minded partner that offers the best tools, culture, and practice management experience in the industry,” says Richardson. “Watermark has a steadfast commitment to providing unparalleled client service, and we joined Kestra Financial knowing that their team shares this goal.”

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