Who We Serve

Helping You Grow and Protect What You’ve Worked So Hard to Achieve

At Waterworth Wealth Advisors, we understand that successful individuals have unique wealth management needs. That’s why we specialize in serving high achievers, with a focus on protecting their growing wealth.

We understand that our clients’ needs change over time; we offer a flexible approach that can adapt as life circumstances evolve. Whether you’re preparing for retirement, selling your business, or creating a socially responsible legacy, we have the expertise and experience to help you achieve your goals.

We specialize in assisting with both wealth accumulation and asset protection for clients.

Corporate Executives

Make the most of your executive compensation benefit programs and prepare for a comfortable retirement with our proven wealth management strategies.


The demands of a professional career can limit the time available to manage the complex nature of your financial circumstances. We help guide you, so you stay on track while you focus on building your wealth.


Whether you are focused on your career or going through a life transition, our services are here to support and empower you.

Business Owners

We understand the inherent risks and challenges associated with business ownership. We provide a wide range of solutions to address wealth management needs at every stage of your business life cycle, from employer-sponsored retirement plans and asset protection strategies to succession planning.

Career Transitions

We help you sort through the complexities of what to do with your 401(k), pension, and stock compensation plans from a former employer.

Loss of Spouse or Family Member

Dealing with the loss of a loved one brings emotional grief along with significant life changes. We help you sort through this stressful time so that you make objective, informed decisions that will impact your future.

Multi-Generational Families

Affluent families need comprehensive legacy planning, sophisticated investment management, and wealth preservation solutions. We collaborate with you and your other business professionals for estate and succession planning.

Philanthropic Minded Individuals & Families

We understand that managing wealth is about more than just what you have, it’s about the legacy you want to create for your heirs and others. Whether your aspirations are small or large, we are dedicated to developing a philanthropic plan that will successfully support your charitable goals.

TAX-SAVVY STRATEGIES for High-Balance, Tax-Deferred Accounts

Our complimentary eBook reviews ways that you can keep more of your hard-earned money with these savvy tax planning strategies.

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