Contact Me at 813-484-7877
Financial Planning
A solid financial plan is your blueprint for the future. I’ll help you navigate risks, seize opportunities, and stay on track to achieve your long-term financial goals. Investments are just one piece of the puzzle. I take a holistic approach, guiding you through essential areas like:
At Water Street Wealth, I take a comprehensive approach to wealth management, which includes collaborating with a network of trusted professionals. These strategic alliances help address areas such as tax planning, estate planning, and insurance, complementing the investment management and financial planning services I provide.
Tim Alles, Managing Partner at Generation Trust Law Group, makes estate planning approachable and effective. He helps individuals and families protect their future with personalized strategies, turning complex legal concepts into clear, confident decisions.
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Tim Alles
Estate Planning Attorney &
Managing Partner
Rick Bennett, a Licensed Production Manager with Rate Mortgage, simplifies the home financing process. Whether buying, refinancing, or building, he helps clients explore loan options with expert guidance, ensuring a stress-free and informed mortgage experience.
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Rick Bennett
Loan Officer
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Lauren Mamouzelos helps clients secure financial protection with tailored insurance solutions, leveraging her expertise in employee benefits and risk management.
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Lauren Mamouzelos
Insurance Professional
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Genti Mataj, a CPA and Certified Fraud Examiner since 2009. In addition, he is a Certified Forensics Examiner. Genti specializes in tax strategies, forensic accounting, and financial audits. He helps clients ensure compliance, minimize risk, and protect assets through expert financial oversight and fraud prevention.
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Mataj Consulting Group, CPA LLC
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Genti Mataj
Accountant, CPA, CFF. CFE
Since 2019, Lauren Ashley Silvers has specialized in elder law, providing expert guidance in estate planning, probate, trusts, and guardianship. She helps families navigate incapacity planning, end-of-life arrangements, and asset protection with care and precision.
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Lauren Silvers
Estate Planning Attorney
David S. Toback, an estate planning attorney, with decades of experience in wills, trusts, tax planning, and asset protection. He helps individuals and businesses structure their estates, navigate tax complexities, and secure their financial legacy for future generations.
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David S. Toback, Esq.
Estate & Business Planning Attorney
These alliances are not exclusive relationships—you are always free to choose your own professionals for these services. Please note that these firms are not affiliated with Water Street Wealth Management, LLC, and are solely responsible for the products and services they provide.
Wealth Management
Managing your wealth shouldn't feel overwhelming. At Water Street Wealth, I provide personalized investment strategies designed to help you grow and protect your financial future. As a fee-only fiduciary wealth manager, my only priority is your success, free from commissions or hidden fees, with recommendations made solely in your best interest.
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Blockchain And Digital Assets
Digital assets are reshaping the financial landscape, but integrating them into your portfolio requires careful strategy. As a fee-only fiduciary, I provide the guidance you need to navigate cryptocurrencies, NFTs, and blockchain investments with confidence. From understanding how digital assets fit into your overall financial plan to addressing regulatory, compliance, and tax considerations, I help you make informed, strategic decisions. Whether you're new to blockchain or looking to refine your approach, I offer the education and expertise to ensure your investments are secure, compliant, and aligned with your long-term financial goals.
Getting Started with a Financial Plan Has Never Been Easier
Whether you are planning for retirement, looking for a second opinion, or simply want to get your financial life organized, you can now begin the process online through my secure planning portal.
Create your secure account
Enter your financial information through a guided process
Track your net worth, investments, income, and spending
Get Expert Financial Insights to Secure Your Future!
