Our Firm

WaterSeed Wealth Management ltd. is a financial services firm that is focused on helping clients create wealth.  Whether you are a new investor or already retired, WaterSeed's goal is to help you figure out what it takes to get to the financial goals you've set and helps you form a game plan to accomplish them. 

Whether you need...

  • A game plan to retire comfortably,
  • Create the retirement income you need, 
  • Invest so you can fund your children's college needs, 
  • Transfer wealth to your heirs,
  • Evaluating your life and/or long term care insurance needs
  • Rolling over a 401(k), profit-sharing, or other retirement plan into an IRA

...WaterSeed is committed to understanding your goals, and walking along side of you to accomplish them.