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.

Our Process Starts here:

You get to know us, we get to know you.

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

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

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