Watermark Advisory Group

03/23/2026

We had a great time hosting our March Madness client appreciation event last week!

It was an excellent opportunity to connect, enjoy the games, and spend time with the clients and relationships we value most. We’re grateful for your continued trust and partnership.

Thank you to everyone who joined us—we look forward to next year.

12/31/2025

🎉 Thank You for an Incredible Year! 🎉

As we close out 2025, all of us at Watermark Advisory Group want to express our deepest gratitude to our amazing clients. Your trust and partnership have been the foundation of our success, and we couldn’t have achieved this without you.

This year has been one of growth and progress for our team. We’ve expanded our capabilities and strengthened our commitment to delivering exceptional service—always with your goals at the center of everything we do.

10/13/2025

Watermark Advisory Group recently participated in a volunteer effort at Kid's Food Basket, successfully packing 2800 meals for children, a highly rewarding experience for our team!

07/25/2025

We’re excited to welcome Eli Huyser to the team as a Financial Advisor!

Eli is a proud Jenison, Michigan native and a Grand Valley State University graduate. He joined Watermark earlier this year, bringing fresh perspective, strong financial insight, and a passion for helping clients plan for their futures.

When he’s not working with individuals and families on their financial goals, Eli enjoys hiking scenic trails, traveling to new places, and hitting the golf course whenever he gets the chance.

Join us in giving Eli a warm welcome!

09/19/2024

Happy to support Great Lakes Commercial Finance and all the community bankers at today’s Lender’s Cup at Thornapple Pointe Golf Club!

Watermark continues to be the “easy button” for collateral insurance needs.

Next year we’ll bring back our in-house golf pro, Bill Jaconette - Financial Consulting.

03/22/2024

02/06/2024

We are excited to announce we've moved our office from Grandville to Cascade!

Our new location is 3196 Kraft Ave., SE, Suite 101, Grand Rapids, MI 49512.

12/25/2022

Wishing you a Merry Christmas from the Watermark Team!

12/23/2022

American workers are planning to rely more than ever on workplace retirement plans as confidence in Social Security fades—making their employers an even bigger player in their long-term financial security. Explore the latest retirement trends

How is the shifting definition of financial security impacting today’s employers and employees? New Principal® survey findings from October 2022 outline ways financial professionals and organizations can help individuals build stronger retirement security.

12/21/2022

7 ways to successfully navigate the ‘family’ in your family business

Related to your business partner? Here are seven tips to help mix family and business.

12/19/2022

What’s behind the unexpected shift? Get the breakdown of who’s retiring, when, and why:

Businesses feel better about their finances compared to a year ago—but inflation, rising interest rates, and other trends have them concerned for the future.

12/16/2022

Considering handing down your family business? Ask these 5 questions.

You can achieve a delicate balance: Hand down your business to family, set up a new generation for success, and fund your own secure retirement.