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

NOT SO FAST…

The stock market pulled back earlier this week after an inflation reading that came in hotter than expected. Year-over-year inflation (CPI) dropped from 3.4% to

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SECURE ACT 2.0

The SECURE ACT 2.0 was signed into law on December 29th, 2022 and included almost 100 rule changes that affect retirement planning, taxes and employer

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INVESTOR FATIGUE

Turning the calendar to 2023 brings with it optimism and hope for a fresh start in the New Year.  Unfortunately for the markets, there is

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Let’s start here. Send us a quick email and we’ll follow up with an opportunity to get together, we’d love to know what’s on your mind.

Waterway Wealth Careers