A complete list of active advisors currently associated with Watershed Private Wealth

Warmer can help you find a great advisor at Watershed Private Wealth or one who fits your needs even better.

Watershed Private Wealth provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations and businesses, and commonly pairs ongoing portfolio management with financial planning for clients. The firm states it tailors portfolios to each client’s goals, time horizon and risk tolerance and reports no account minimum for its services. Watershed implements portfolios primarily through a sub-advisory relationship with GeoWealth Management and access to a model provider marketplace that includes third‑party managers and large asset managers. Its investment process uses a mix of quantitative, fundamental, technical and modern portfolio theory techniques and may employ strategies such as direct indexing, exchange-traded products (including cryptocurrency exposure), structured notes, margin and short-term trading as appropriate for client objectives. The firm’s brochure emphasizes recent amendments disclosing material risks specific to direct indexing, securities-backed lines of credit (SBLOCs) and its use of artificial intelligence tools for analysis and meeting transcription. Watershed requires clients to use designated custodians accessed through its sub‑adviser, includes cash and cash equivalents as part of assets under management for fee purposes, and may allocate accounts to model managers that charge separate, additional model fees.

To learn more about the advisors currently working at Watershed Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.