At Waterway Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and faith. Our objective is to provide our clients with high-quality financial advice that has an impact on, and is influenced by, their daily lives and how they live them. Sound financial planning allows the clients’ financial objectives to be addressed and refined, empowering them to focus on what is truly important to them and to their families.
The critical components of our philosophy include the following:
We believe that risk management is the foundation of all financial planning and is essential in providing a comprehensive plan.
We believe that cash flow planning can provide our client the proper liquidity when it is most needed in the future.
We believe in a long-term investment strategy that reduces risk while enhancing potential return. This can be accomplished through balanced portfolios that are diversified between stocks, bonds, and cash investments. We feel that it is imperative to remain focused on long-term goals and objectives, even during times of short-term volatility. Investment results require discipline, patience, and a long-term outlook. Keep in mind that no investment strategy can guarantee a profit or protect against loss in periods of declining markets.
We believe that tax planning is a vital part of financial planning. Taxes will be taken into consideration in all investment decisions in order to maximize the benefit for the client, as well as legitimately minimize their tax exposure.
We believe in planning for future generations. Multi-generational planning allows the investor to create a legacy which will exist throughout their lifetime, their children’s lifetime, and even grandchildren’s lifetimes.