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 10, 2024

Market Commentary June 10, 2024

The Markets Another record high for the Standard & Poor’s (S&P) 500 Index! Last week, the S&P 500 Index hit...
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Market Commentary June 3, 2024

Market Commentary June 3, 2024

The Markets Overall, May was a good month for investors. The adage, “Sell in May and go away,” would have...
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Market Commentary May 28, 2024

Market Commentary May 28, 2024

The Markets Perception versus reality. A recent Harris poll, conducted on behalf of The Guardian newspaper, found that there is...
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