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Team of 16 advisors with $1.5B AUM switch firms to build on 14-year growth

The firm, founded in 2009 during the financial crisis, is ready for its next phase.

A team of 16 advisors and 12 support staff are changing their affiliation to build on the substantial growth they have enjoyed over the past 14 years.

Watermark Wealth Management has offices in Scottsdale, Chandler and Payson, Arizona, and Minneapolis, Minnesota, and was founded in 2009 during th

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