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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)