Financial planning that complements full-living.
FROM A SMALL TEAM WHO REALLY KNOWS YOU.
We’re Waterway Wealth Management and we exist to have close relationships by being genuine.
Better Alignment. Fee-Only Planning.
The old way of doing things didn’t create positive alignment between the planner and the client. It was motivated by sales commissions on products that may not be truly needed or relevant.
This has changed.
Our very structure puts us on the same success-metric as our clients’. We all win together by performing well and planning effectively over longer periods of time. Aligning this way means we’re spending time on the relationship first and always.
Local Team
While our headquarters are based in The Woodlands, Texas, our local team right here in Albuquerque wants to know you personally. We believe a face to face relationship is the best way to help you move forward in all facets of your financial life.
Latest From Our Blog
THE MEANING BEHIND OUR LOGO
Other than looking a bit odd because the shapes are irregular and don’t fit together perfectly, the Waterway Wealth Management Logo does have some meaning
NEW YEAR’S RESOLUTIONS
Happy New Year! In the spirit of new year’s resolutions, we would like to help you Simplify, Organize and Execute. Here are three areas that
Lessons From 2020
Happy New Year!! Looking Back on 2020, there were three investing themes that were once again reinforced: A Long-Term Plan is Critical With significant events
