We're Waterway Wealth Management and we exist to have close relationships by being genuine. Whether you identify as a business owner, head of your family, an executive, or parent; A change in your life ripples, affecting others. You're confident in your strengths, but you know there are gaps. Too many people depend on you to not have a tight ship and a solid plan for navigating life.
Spend time on the relationship first, then we can talk about how to make your financial plan give you the freedom to live a full life today. Those who have leaned on our small team of financial planners and professionals tell us they experience Peace, Calm, Satisfaction & Confidence associated with the accomplishment of completing the process together.
Spend time on the relationship first, then we can talk about how to make your financial plan give you the freedom to live a full life today. Those who have leaned on our small team of financial planners and professionals tell us they experience Peace, Calm, Satisfaction & Confidence associated with the accomplishment of completing the process together.
Services
One of our clients put it best when he said this, The people at Waterway clarify and bring awareness. But it's not just advice; they are doing the work with you. They tell you straight, even the hard stuff, but there is joy in moving through that with someone who cares about what happens to you in your life.
We're not here to talk about retirement, we're here to talk about refocusing. We have spent years listening to clients struggle with the term and honestly, the accounting definition refers to a piece of equipment that has reached the end of its useful life. We believe the next chapter of someone's life can be some of the most abundant, joyful and rewarding times.
We like to make the complex simple. This allows us to have easy conversations around difficult topics and cover each methodically, one at a time. It's easy to postulate, but it's much harder to execute well. For us, it's crucial to be systemically strong so our clients can really lean on us and not be worried.
We are smaller than most by design. Deeper relationships don't get formed when you're working with too many people. We care for each other, just the way we care for our clients. It's best to serve from a place of strength and confidence where everyone around you is there to support you. Waterway Wealth Management is an independent financial planning firm that provides comprehensive financial planning and asset management.
Look at any photo of a person from 1950 at age 75 and you'll see how different our expectations are now when we think of our own vitality. People live longer, which means retirement "Re-focusing" lasts longer. We're all staying healthier longer too, and we need resources to enjoy that excess energy.
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