Services

We Provide Custom Tailored Solutions to Help Address Our Clients Needs and Work Toward Their Goals

Our collaborative approach focuses on developing a confident financial future designed around your individual needs.

Our Services

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Financial Planning

Our Financial Planning Services are designed to help you build a more secure and prosperous financial future. We start by understanding your unique situation, then develop a customized plan addressing your immediate needs and long-term goals. Whether saving for a home, planning for retirement, or setting up a college fund, we'll provide strategies for every aspect of your life. Our planners use sophisticated tools to project various financial scenarios, helping you make informed decisions. Let's work together to build a strong financial foundation.

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Legacy Planning

Our Legacy Planning Services help you create a plan for your wealth that reflects your values and aspirations. From drafting wills to establishing trusts, we coordinate the details to ensure your assets are distributed according to your wishes. LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial. (154-LPL). Our strategies aim to minimize tax liabilities and facilitate a smooth wealth transfer to your loved ones or favored charities. Let us help you create a legacy that reflects the life you've built.

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Tax Efficient Investing

Our Tax Efficient Investing Services are designed to help you maximize your investment returns. We employ strategies like asset location and tax-loss harvesting to potentially reduce your tax burden. Our goal is to structure your investments in the most tax-advantageous way possible, aligning with your financial goals and current tax legislation.

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Endowment Management

Our Endowment Management Services focus on thoughtfully managing your organization's financial resources to support its mission. We prioritize a balance between growth and sustainability. We'll work with you to diversify assets and strategically allocate resources, aiming for the long-term health of your endowment. Regular monitoring and adjustments ensure your investments are well-positioned. Partner with us to help ensure your organization's financial future and continued impact.

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Business Consulting

Our Business Consulting Services offer guidance and strategies to help your business grow and operate efficiently. Whether you're expanding, entering new markets, or optimizing operations, our consultants provide insights tailored to your needs. We combine industry knowledge with a practical approach to help you address current challenges and identify future opportunities. Partner with us for strategies that support your business's success.

Fee Schedule:

Assets Under Management (AUM) — Fee Percentage %

first $500k — 1.25%

next $1.5mil — 1.00%

next $3mil — 0.85%

above $5mil — 0.65%

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    Unmatched Expertise, Tailored For You

    At Water Street Financial, we offer personalized financial planning with comprehensive expertise. Our advanced strategies help ensure your wealth prospers and endures across generations. Embrace your financial future with our customized solutions.

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    Forward-Thinking Financial Strategies

    Embrace the future with confidence at Water Street Financial. We deploy the latest in financial planning strategies to help your wealth grow and thrive across generations.

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    A Foundation of Communication

    At Water Street Financial, your future is built on a foundation of communication. With open, customized guidance and solutions tailored to your unique needs, we’re not just managing wealth, we’re cultivating lasting relationships.

Get in touch

Begin your journey to financial excellence with us!

Contact us now to redefine your future.

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