James Bruce - Watermark Wealth Strategies

James Bruce - Watermark Wealth Strategies James and his team are dedicated to helping their clients grow and preserve their wealth. Bruce, Thomas Lundgaard, Carmen G.

Watermark Wealth Strategies, LLC was established by Tyler Brilinski, James L. Cercone, and Kyle Richardson to address the diverse and evolving needs of our clients. Recognizing the necessity for personalized service and attention, our founders envisioned a firm that aligns with experienced, stable, and committed partners to deliver on this promise. Our affiliation with LPL Financial, an independen

t broker/dealer, empowers us to provide unbiased advice. This partnership ensures that we stay true to our original vision of offering objective guidance. We are committed to helping our clients grow and preserve their wealth, minimize their tax liabilities, and create lasting legacies through exceptional planning. By thoroughly understanding each family's unique financial situation, we develop strategies that are both fundamentally sound and adaptable to changing times. At Watermark Wealth Strategies, we prioritize ongoing client service and education. Our team consists of knowledgeable and dedicated professionals who are always ready to go the extra mile to help our clients achieve their financial goals. We believe that by investing in our clients' success, we foster lasting relationships built on trust and excellence.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
06/02/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
05/30/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
05/28/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Some simple, inexpensive energy-saving tips that may help you save money.
05/26/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
05/23/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
05/21/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

A home warranty may make sense, but you need to set proper expectations.
05/19/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
05/16/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
05/14/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
05/12/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Address

11333 N Scottsdale Road, #295
Scottsdale, AZ
85254

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2pm

Telephone

+16026986960

Website

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