Waterway Wealth Management is an independent financial planning firm that provides comprehensive financial planning and asset management. Our mission is to provide direction and leadership to professionals, small business owners and their families. Our commitment is to build and maintain strong relationships and empower clients to focus on what is truly important to them.
The founder, Dan Michalk, is entering his 22nd year of serving clients within the financial industry. The support staff is comprised of courteous, professional employees who believe firmly in the principles of relationship building and superior customer service which are the cornerstones of Waterway Wealth Management.
Waterway Wealth Management is a Registered Investment Advisory firm with the SEC.