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
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
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 last few weeks ushered in a major slowdown in every part of life from our work, school and social activities for almost everyone on
The end of 2019 marked my first eight months at Waterway Wealth Management, LLC. As the portfolio manager, my job is to work with the
It is that time of year again where summer is winding down and the start of a new school year is underway. Parents are busy
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