Karen Maurer is a LPL Financial Advisor in Plymouth Massachusetts. Her mission is to help each of her clients Plan, Prepare, and Preserve their financial wellness by offering investment and wealth management services.
A lot of people ask "why Watertree?" My answer sounds something like this. When you plant a tree in front of your very first home, you have a vision in mind for what it will look like throughout its future and through each season. Along the way and through the years you'll nourish it, providing it with good soil, and all of its nutritional requirements. It connects financially because our financial lives are similar . Planning starts as a small seed and changes throughout every season in our lives. However, just as a tree can face difficult seasons, so can our financial wellness. These difficulties can take us by surprise coming in the form of health complications, career changes, and now even a pandemic. How does it all connect to me?
My name is Karen Maurer . I'm the founder and president of Watertree Financial Wellness and an LPL Financial Advisor. I specialize in life transitions for my clients. I want you to know that whatever season you're approaching, good or bad, it's my life's passion to serve you and help you through it. We all need to be confident in having at least one person in our lives we can turn to, confide in, and trust. Somebody whom can we can rely on in the most difficult seasons of our lives, someone to help us water our financial trees, and help them prosper once more. I can be this person for you to be by your side, even when it gets hard, to help you navigate the branches of your financial tree. So choose Watertree. Together we can get you on your feet, one season at a time.
We are 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...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.