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
COLD FRONT THEORY
October. One of the best months in Texas, when thankfully, the summer officially ends, and fall is officially in. This year more, than ever, it’s
Fatigue…On Many Levels
The second quarter in the investment markets has brought a swift rebound from the March lows but the accompanied surge in COVID-19 cases has led
The Great Pause
The last few weeks ushered in a major slowdown in every part of life from our work, school and social activities for almost everyone on
