Watermark Wealth Strategies, Inc

Categories

Financial

About Us

Manitou Advisors offers a range of services to businesses both large and small, from sole proprietors to companies with hundreds of employees. We also provide services for the personal investment and retirement needs of business owners.

The services we provide to businesses and their owners include the following:

- Retirement plan design
- Retirement plan investment and compliance review
- Business continuity and succession planning
- Buy/Sell consulting and funding options
- Group benefits - medical, dental, life insurance, disability, long term care

Manitou Advisors is comprised of the following members:

Chris Dock - business advisory services
Casey Fox - business and individual advisory services
Janel Klugherz - office manager


We welcome the opportunity to have a discussion with you regarding your business and personal retirement and benefits needs.



Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor. Manitou Advisors, LLC and Woodbury Financial Services are not affiliated entities.

Highlights

  • Retirement plan design
  • Retirement plan investment and compliance review
  • Business continuity and succession planning
  • Buy/Sell consulting and funding options
  • Group benefits - medical, dental, life insurance, disability, long term care