Watermark Wealth Management
Commonly, wealth is defined in terms of financial resources used to satisfy needs and wants. At Watermark, we believe true, sustainable wealth, which is accumulated over time by individuals, families and companies, encompasses the following components:
Financial Wealth - Wealth accumulated in the form of tangible or investable assets, which is given greater meaning when considered along with other facets of wealth.
Human Wealth -Wealth derived from being part of a family or group of friends. It's our individual and collective personalities and characteristics along with the traditions, stories, values and history that make each of us and our relationships distinctive.
Intellectual Wealth - Wealth comprised of cumulative knowledge developed through structured education, life lessons handed down from generation to generation, and formal and informal on-the-job and professional training.
Social Wealth - Wealth received from sharing one's time, talent and treasure with a larger community.
Spiritual Wealth - Wealth realized from an awareness of an inner-peace or our unique calling in life. It can result from a deep faith-based grounding, a humble acceptance that life's opportunities and successes are not of our own making or a sense of connectedness with all others and the world around us.