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 March 31, 2025

Market Commentary March 31, 2025

March 31, 2025
The Markets Risk-on. Risk-off. If you read the financial press, you may have seen the terms “risk-on” and “risk-off”.  When...
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Market Commentary March 24, 2025

Market Commentary March 24, 2025

March 24, 2025
The Markets The market whisperer… Last week, the Federal Reserve (Fed) left the federal funds rate unchanged, and Fed Chair...
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Market Commentary March 17, 2025

Market Commentary March 17, 2025

March 17, 2025
The Markets A correction and a bounce. Last week, the Standard & Poor’s (S&P) 500 Index moved into correction territory....
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