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 August 25, 2025

Market Commentary August 25, 2025

August 25, 2025
The Markets   Will the Fed lower rates?   Last week, in a much-anticipated speech, Federal Reserve (Fed) Chair Jerome...
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Market Commentary August 18, 2025

Market Commentary August 18, 2025

August 18, 2025
The Markets Was inflation higher, lower, or steady? Perspective has a tremendous influence on how we perceive the world around...
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Market Commentary August 11, 2025

Market Commentary August 11, 2025

August 11, 2025
The Markets U.S. companies have been hitting it out of the park! Earnings season happens four times every year. It’s...
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