Feel confident in your future


Make Time for those you love


Enjoy the things you love


Waterford Wealth management can help you with your financial planning and Investment management.


Financial Strategies
Flat fee investing advice gets you straight answers and expert guidance.

Asset Management
Want unbiased, fee based advice on your investment accounts?  Our Flat Fee structure motivates us to work toward developing a financially sound retirement for you.

Business Owner/Self-Employed
Wish you could spend more time working on your business and less time stressing over finances?  Let us help by looking at your tax burden, retirement planing, and estate planning.
Socially Responsible Investing
Do you wish you could make a difference while still investing for the long term?  We understand today's investors want to enjoy life and leave a better world behind.  We have great options for you.