A complete list of active advisors currently associated with Waterway Wealth Management, L.L.C.

Warmer can help you find a great advisor at Waterway Wealth Management, L.L.C. or one who fits your needs even better.

Waterway Wealth Management serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts and estates. The firm provides comprehensive financial planning, retirement-plan advisory (including limited‑scope ERISA 3(21) services), and discretionary investment management through a firm‑sponsored wrap fee program. WWM integrates financial planning with discretionary portfolio management and presents clients with tailored investment policy statements to govern implementation and review. For suitable clients the firm recently added options‑based implementation as an overlay strategy and uses a third‑party platform to provide discretionary oversight of held‑away defined‑contribution participant accounts. Distinctive features include that WWM sponsors its own wrap fee program and implements derivatives‑based (options) strategies within managed accounts—offerings that are less common among similarly sized team firms. The firm reports roughly $676 million in assets under management with six advisors and 139 clients, resulting in relatively large assets per client compared with many peers.

To learn more about the advisors currently working at Waterway Wealth Management, L.L.C., 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.