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 June 2, 2024

Market Commentary June 2, 2024

June 2, 2025
The Markets Consumers were feeling cautiously optimistic. When people talk about the United States economy, they’re usually referring to gross...
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Market Commentary May 27, 2025

Market Commentary May 27, 2025

May 27, 2025
The Markets Nobody likes to balance the budget. Some pundits said Moody’s rating downgrade of U.S. Treasuries was a nothing...
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Market Commentary May 19, 2025

Market Commentary May 19, 2025

May 19, 2025
The Markets Last week, the U.S. stock market showed why it’s a good idea to stay invested through bouts of...
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