Relationships beyond investing

That’s where the Waterford difference begins.

Goal focused. Plan driven.

We believe wealth is not measured in dollars, but in the absence of financial worry.

Retirement Planning

Investment Advisory Services

Tax Planning

Risk Management

Estate Planning

An uncompromising commitment to service

As experienced financial planners, we are committed to understanding your unique goals and objectives. We provide comprehensive financial planning services and follow a well-defined, disciplined process to help you achieve your goals. Our success is not measured by performance statistics, but rather by how effective we are in helping you achieve your goals.

Beyond Investing

The latest news and insights from the Waterford team.

Market Commentary March 18, 2024

Market Commentary March 18, 2024

The Markets Here’s the tea on stock markets and presidential elections. Last week, a slew of headlines mentioned stock market...
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Market Commentary March 11, 2024

Market Commentary March 11, 2024

The Markets The week got off to a good start... In testimony before House and Senate committees, Federal Reserve (Fed)...
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Market Commentary March 4, 2024

Market Commentary March 4, 2024

The Markets The bull market is alive and well. “We know what investors are thinking,” reported Jacob Sonenshine of Barron’s....
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