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 January 13, 2025

Market Commentary January 13, 2025

January 13, 2025
The Markets Bond yields are rising—and they have investors’ attention. Last year, the United States Federal Reserve (Fed) lowered the...
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Market Commentary January 6, 2025

Market Commentary January 6, 2025

January 6, 2025
The Markets Hello, 2025! As we head into a new year, it can be helpful to look back at the...
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Market Commentary December 30, 2024

Market Commentary December 30, 2024

December 30, 2024
The Markets Consumers were more optimistic. Investors were less so. As we neared the end of 2024, U.S. consumers were...
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