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
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
Hi! I’m Annie Hames, Financial Planner at Waterway Wealth Management. I’m here to talk about your Estate Planning documents. This is an uncomfortable conversation that
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
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
Waterway Wealth Management is a small team of financial planners and advisors that complement full living. Based in The Woodlands, Texas, we exist to have close relationships by being genuine.
21 Waterway Avenue, Ste. 500
The Woodlands, TX 77380
PHONE: 281.363.0000
FAX: 281.363.0010
8300 Carmel Ave NE STE 103
Albuquerque, NM 87122
PHONE: 505.275.2436
FAX: 505.271.0155
The testimonials provided here are from actual clients
of Waterway Wealth Management, LLC (“WWM”) at the time the testimonials were posted. No compensation
was provided to these or any clients in exchange for
their comments. The clients providing testimonials are
only associated with WWM through their Client-Advisor relationship. WWM believes that there are no material conflicts of interest between WWM and these clients giving such testimonials. WWM asked a small group of clients who represented different client demographics
if they’d be willing to provide testimonials for use in WWM’s marketing efforts. Of the clients who agreed to provide testimonials, WWM’s management team chose the client testimonials that they thought did the best job
of explaining the firm’s story and dedication to its
client relationships.
Waterway Wealth Management | A Federally Registered Investment Advisory Firm*
*Registration does not imply a certain level of skill or training
