Investment Advice and Wealth Management
At Water Street Wealth, I analyze your investments and make tailored recommendations for specific investment vehicles that align with your overall financial plan and risk tolerance. As a fee-only fiduciary wealth manager, I am not compensated by commissions or other fees from investment companies or mutual funds. My recommendations are made solely in your best interest.
I offer advice on the following types of investments and accounts:
- Individual Equities (Stocks)
- Derivatives (Options)
I may use options to enhance your portfolio’s risk-adjusted total return potential. - Bonds (Fixed Income)
- Mutual Funds
- Exchange-Traded Funds (ETFs)
- Certificates of Deposit (CDs)
- Digital Assets
Guidance on digital assets for clients interested in diversifying with cryptocurrencies and blockchain-based investments. - Brokerage Accounts
- Company-Sponsored Retirement Plans and Benefits
(401(k), 403(b), TSA, 457, etc.) - Individual Retirement Accounts
(Traditional IRA, Roth IRA) - Small Business Retirement Plans
(SEP IRA, Solo 401(k), SIMPLE IRA)