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.

Weekly Market Commentary December 6, 2021

Weekly Market Commentary December 6, 2021

The Markets Investors look to the future. Last week, employment and manufacturing data confirmed that the United States economy continued...
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Weekly Market Commentary November 29, 2021

Weekly Market Commentary November 29, 2021

The Markets COVID-19 strikes again. Coronavirus cases have been on the rise in Europe, climbing from about 700,000 new cases...
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Weekly Market Commentary November 22, 2021

Weekly Market Commentary November 22, 2021

The Markets Thinking about the possibilities. The Standard & Poor’s (S&P) 500 Index finished last week slightly higher and has...
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