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 April 15, 2024

Market Commentary April 15, 2024

April 15, 2024
The Markets Inflation and geopolitics and earnings. Oh, my! It was a rough week for stock markets. “The S&P 500...
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Market Commentary April 8, 2024

Market Commentary April 8, 2024

April 8, 2024
The Markets The bull charged from October 2023 through March 2024. Last week, it took a breather. Optimistic may be...
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Market Commentary April 1, 2024

Market Commentary April 1, 2024

April 1, 2024
The Markets What do dieters have in common with the Federal Reserve? If you’ve ever dieted, you may be familiar...
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