About Us

JIM BEAUDOIN

MANAGING PARTNER | WATERMARK ASSET MANAGEMENT

Jim Beaudoin advises accredited investors, business owners, and retirees, designing tax-aware portfolios that integrate traditional investments with institutional-quality alternatives. His approach emphasizes clarity, collaboration, and disciplined risk management- helping clients pursue growth and stability through changing markets.

Background

Jim co-founded Watermark Asset Management in 2006 following more than a decade in institutional asset management with Brinson Partners in Chicago, Strong Capital Management, and Robert W. Baird in Milwaukee. He earned a Bachelor of Science in Business Administration with a concentration in Economics from Marquette University in 1991.

Community

A resident of Elm Grove since 2004, Jim serves on the Board of Directors for the March of Dimes Wisconsin Chapter. Outside of work, he enjoys golf, tennis, sports car racing, and spending time with his family.

Affiliated with Great Point Capital, LLC and Great Point Advisors, LLC

Who We Serve

Business Owners

Business owners preparing for or having completed a liquidity event, seeking structured capital gains and tax-planning solutions.

Retirees & Pre-Retirees

Retirees and pre-retirees focused on creating durable, tax-efficient income strategies.

Accredited Investors

Accredited investors looking for access to private real estate, private credit, and other institutional-quality alternative opportunities.

Specialties

→ Delaware Statutory Trusts & 1031 Exchange Strategies

→ Private Credit, Private Debt, & Qualified Opportunity Zones

→ Tax-Aware Retirement Income & Institutional-Style Portfolio Construction

How We Work

→ Review and analyze your holdings, tax structure, and immediate to long-term goals.
→ Construct a portfolio that thoughtfully blends public market investments with appropriate alternative allocations for tax mitigation and risk management.
→ Portfolio management strategies that ensures seamless execution and ongoing monitoring.