159 Samoset Street
As President and LPL Financial Advisor at Watertree Financial Wellness , I offer a financial planning and wealth management practice that is client centered and focuses on investments, risk management, and financial planning. This also includes an on-going review process to help keep our clients on track.
I love working with individuals, business owners and their families. I am passionate about personal finance so it's a pleasure to serve my clients and multiple generations of families. In this role I advocate on behalf of my clients, and it is my honor to assist them with everything they hold dear through the seasons of their lives.
To support my clients, I provide resources that are among the very best in the industry including personalized risk assessments, portfolio optimization tools, and a personal wealth management site that helps us work together to organize and track their personal financial journey.
My goal is to help each of my clients to Plan, Prepare and Preserve their financial wellness.
Our business is built on a foundation of thoughtful client relationships. Schedule your time with me today.
At Watertree Financial Wellness, I create personalized financial paths that are tailored to your precise needs, wants and wishes. My goal is to be comprehensive for you now while you set your sails to enjoy the future.
Once Upon a Goal
We believe putting you on an customized path towards your financial goals may help create a sense of relief, reduced anxiety and ultimately a sense of freedom. This can help you enjoy your experiences, relationships, and have more confidence. Each individual is like a special tree that grows differently and needs different forms of food, light and water. We aim to be that sense of nourishment for you.
This is a wealth management practice serving the financial and wealth management needs of individuals, families, and businesses that are designed to compliment and optimize our clients’ financial situation. Our mission is to help each of our clients plan, prepare and preserve their accumulated values by strengthening their foundations and nourishing their futures. Just as every tree needs water to thrive as well as guidance and care, so does your financial future. Working together we build on all branches of life's storms. If you are looking for advice, trust in Watertree Financial Wellness.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with us, you're part of the family. We can help you address your needs of today and for many years to come.