Menu
Home
Team
Meet Our Team
LPL Financial
Process
Fiduciary
Services
Resources
Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
SWA
ASA
Account Access
Global Portfolio Strategy | October 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:4804649300'>(480) 464-9300</a></p> <p class="moonlight-fax">Fax: <span>888-990-2151</span></p> <div class="moonlight-address_block"> <p class="moonlight-address1">2151 East Pecos Road</p> <p class="moonlight-address2">Suite #3</p> <p> <span class="moonlight-city">Chandler,</span> <span class="moonlight-region">AZ</span> <span class="moonlight-postalcode">85225</span> </p> </div> <a href="mailto:service@watermarkwealth.com" itemprop="email"> service@watermarkwealth.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://www.linkedin.com" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> <a href="https://www.youtube.com" target="_blank" rel="noopener noreferrer" class="youtube" aria-label="YouTube"> <i class="fa fa-youtube" aria-hidden="true"></i> </a> <a href="https://www.instagram.com" target="_blank" rel="noopener noreferrer" class="instagram" aria-label="Instagram"> <i class="fa fa-instagram" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.watermark-aviation.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.watermark-aviation.com/resource-center/investment" >Investment</a></li><li><a href="https://www.watermark-aviation.com/resource-center/estate" >Estate</a></li><li><a href="https://www.watermark-aviation.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.watermark-aviation.com/resource-center/tax" >Tax</a></li><li><a href="https://www.watermark-aviation.com/resource-center/money" >Money</a></li><li><a href="https://www.watermark-aviation.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.watermark-aviation.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.watermark-aviation.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.watermark-aviation.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.watermark-aviation.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member <a href="https://www.finra.org/" target="_blank" rel="noopener">FINRA</a> & <a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>.</p><p>The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieUtilities.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieConsentBanner.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookiePreferences.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/embedBlockedPlaceholder.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js?v=1"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script> // combiningSectionsFunction('.dev-combineSections-Cloud'); combiningSectionsFunction('.dev-combineSections-Services'); combiningSectionsFunction('.dev-combineSections-darkBg'); combiningSectionsFunction('.dev-combineBoxes', true); combiningSectionsFunction('.dev-pageInnerBox'); combiningSectionsFunction('.dev-newsletterSxS'); combiningSectionsFunction('.dev-mergeForm'); combiningSectionsFunction('.dev-combineSections-HowWeHelp'); combiningSectionsFunction('.dev-combineSections-Materials'); combiningSectionsFunction('.dev-combineSections-ctaTextForm'); /*combiningSectionsFunction('.dev-combine-cta-sxs');*/ //CTA version moveSection('.dev-specialCTA-insertFormSXS.section_Form', '.dev-specialCTA-insertFormSXS.section_SideBySide .c-sxs__text'); $(function() { // 1. The Contact/Schedule Buttons (Defaults to 'navMimicBtn') setNavMimicBtn({ urls: ['/account-access', '/schedule', '/meeting'] }); setNavMimicBtn({ urls: ['/swa-form', 'aa-form'], classNames: ['navMimicBtn2'] }); const videoBG = [ { type: 'video', selector: 'dev-sectionEffect-videoBackground', videoSRC: '//static.fmgsuite.com/media/documents/1b2132cf-761c-4cee-a9ec-c01a6d05b67a.mp4', poster: '//static.fmgsuite.com/media/documents/ddaf7b8d-449f-4735-848b-0bfaf839ae3b.png', }]; videoBackground(videoBG); }); // move second button $('.dev-moveBtnTwo .box-copy a').addClass('dev-btnStyle-Hollow-White').detach().insertAfter($('.dev-moveBtnTwo .c-btn:last')); // wrap for formatting heading and body copy to be side by side $('.dev-heading-horizontal').each(function () { $(this) .find('.box-copy, .c-btn') .wrapAll('<div class="paragraphContent" />'); }); $('.dev-moveBtnTwo .c-btn').wrapAll('<div class="btnWrapper" />'); // Add image to sup $('h2 sup').append('<img src="//static.fmgsuite.com/media/documents/9e5db7c9-70fc-42bb-b6b4-0e05a54943d0.png" alt="underline design" />'); // Move Icon for boxes $('.dev-moveIcon .box').each(function () { $(this) .find('p:has(i)') .prependTo($(this).find('.c-section-boxes__inner-box')); }); // Add Placeholders that are based on the label text $('#customForm, form.contactForm').find('input, textarea').each(function () { const $field = $(this); if ($field.is('[type="hidden"], [type="submit"], [type="button"]')) return; // Skip if placeholder already exists if ($field.attr('placeholder')) return; let labelText = ''; const id = $field.attr('id'); if (id) { const $label = $('label[for="' + id + '"]'); if ($label.length) { labelText = $label.text().trim(); } } if (!labelText) { const labelledby = $field.attr('aria-labelledby'); if (labelledby) { const $label = $('#' + labelledby); if ($label.length) { labelText = $label.text().trim(); } } } labelText = labelText.replace(/:$/, ''); if (labelText) { $field.attr('placeholder', labelText); } }); // Add contact info to bottom page form $('.dev-bottomPageForm .box-copy').append('<div class="contactInfo" />'); $('footer .moonlight-phone a').clone().addClass('contactPhone').appendTo('.dev-bottomPageForm .box-copy .contactInfo').wrap('<p />'); $('footer .moonlight-contact-information a').clone().addClass('contactEmail').appendTo('.dev-bottomPageForm .box-copy .contactInfo').wrap('<p />'); $('.dev-bottomPageForm .box-copy .contactPhone').prepend('<i class="ph ph-phone" />'); $('.dev-bottomPageForm .box-copy .contactEmail').prepend('<i class="ph ph-envelope" />'); $('<p><a href="https://maps.google.com/maps/dir//2151+E+Pecos+Rd+%23+3+Chandler,+AZ+85225/@33.2908506,-111.8050059,16z/data=!4m5!4m4!1m0!1m2!1m1!1s0x872babb275e84ae5:0xe121ac466e397a0c" target="_blank" class="getDirections">Get Directions</a></p>').appendTo('.dev-bottomPageForm .box-copy .contactInfo'); $('<i class="ph ph-map-pin" /> ').prependTo('.dev-bottomPageForm .contactInfo .getDirections'); // Add icon to second header btn $(document).ready(function () { $('header .navMimicBtn2 a[href*="swa-form"]') .prepend('<img src="https://fmg-websites-custom.s3.amazonaws.com/logos/southwest.png" alt="heart icon" />'); $('header .navMimicBtn2 a[href*="aa"]') .prepend('<img src="//static.fmgsuite.com/media/InlineContent/originalSize/d665de7b-8aa0-4768-80af-c592cce2fb30.jpg" alt="Alaska icon" />'); $('header .navMimicBtn2 a[href*="aa"]').addClass('aa-btn'); }); // Add button for team members $('.dev-customTeam .c-team-section__member').each(function () { const $member = $(this); const $info = $member.find('.c-team-member__info'); if ($info.find('.c-box__btn').length) return; const href = $member.find('h4 a').attr('href'); if (!href) return; const $btn = $(` <p><a href="${href}" class="c-btn c-box__btn sectionButtonHover"><span>View Profile</span></a></p> `); $info.append($btn); }); $('.dev-customTeam .c-team-member__info > p:has(.fa-phone) a').before('Office: '); // Footer edits $('.customFooter .custom-footer-col.aurora-col-right').append($('.customFooter .aurora-col-center .moonlight-contact-information')); $('.customFooter .custom-footer-col.aurora-col-left h4').text('Visit Our Office'); $('.customFooter .custom-footer-col.aurora-col-left .moonlight-address_block').prepend('<p>Watermark Wealth Strategies</p>'); // const targetELs = $('.moonlight-contact-information').children().detach(); // $('footer .moonlight-phone').append(targetELs) // $("footer .customFooterAddress h4:contains('Visit')").text("VISIT OUR OFFICE"); // $("footer .moonlight-address_block").prepend("Watermark Wealth Strategies"); // Create Anchor Tags const AnchorTags = document.querySelectorAll('div[class*="dev-SectionID-"], section[class*="dev-SectionID-"]'); AnchorTags.forEach((Tag, index) => { let FindSectionClasses = Tag.classList.value.split(" "); FindSectionClasses.forEach((Class) => { if (Class.includes("dev-SectionID-")) { Tag.setAttribute("id", Class.toString().replace("dev-SectionID-", "").toLowerCase()); } }); }); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.27632.780"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.27632.780"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.27632.780"></script> </body> </html>
