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 community.

Portfolio design and mitigation of sequence of return risk for retirees

Portfolio design and mitigation of sequence of return risk for retirees

August 25, 2020
What is sequence of return risk? Otherwise known as sequence risk, it is a risk associated with the order in...
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Ryan DiPasquale permanently joins Waterford as a Planning Associate

Ryan DiPasquale permanently joins Waterford as a Planning Associate

August 25, 2020
Please join us in congratulating Ryan DiPasquale on accepting a permanent full-time position with our firm as a Planning Associate....
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Retirement account relief under the CARES Act

Retirement account relief under the CARES Act

August 25, 2020
The Coronavirus Aid, Relief and Economic Security (CARES) Act included several important retirement account withdrawal and plan loan relief provisions...
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