About Watersound Wealth Advisors

Our Philosophy & Company History

Bringing Our Unique Approach to 30A.

Watersound Wealth Advisors takes a comprehensive approach to optimizing the management of our clients' wealth.

Specializing in combining traditional portfolio approaches with private and alternative assets, we marry innovative investment solutions with an overarching look at your financial goals and objectives.

You've worked your whole life to build and accumulate your wealth. Watersound strives to protect and grow that wealth, so that you can enjoy your hard-earned lifestyle for years to come.

Entirely Focused on You

We know how important it is that our clients have an advisor they can trust. That's why we make our clients' needs our main priority.

Providing Personalized, Comprehensive Service

Our robust client-service experience has given our advisors the tools to help our clients reach their financial goals and objectives.

Committed to the Fiduciary Standard

As an independent, fee-only advisor, we always put the best interest of our clients above our own.

Our Origin Story

Founding Partners Jim Hagedorn, CFA and Anthony Halpin started Chicago Partners Wealth Advisors in 2008, spinning out of PricewaterhouseCoopers (PwC) into a small Registered Investment Advisor (RIA). Since that founding, Chicago Partners has grown into a national RIA with more than 2,000 clients across the United States.

Watersound Wealth Advisors serves clients in the 30A area and is solidly backed by the investment philosophy and extensive wealth management experience of Chicago Partners.

Our Origin Story

Founding Partners Jim Hagedorn, CFA and Anthony Halpin started Chicago Partners Wealth Advisors in 2008, spinning out of PricewaterhouseCoopers (PwC) into a small Registered Investment Advisor (RIA). Since that founding, Chicago Partners has grown into a national RIA with more than 2,000 clients across the United States.

Watersound Wealth Advisors serves clients in the 30A area and is solidly backed by the investment philosophy and extensive wealth management experience of Chicago Partners.

Our Valued Clients

Our advisors at Watersound are proud to serve our distinguished clients, accomplished across unique industries and life stages.

While building custom portfolios and financial plans, we work diligently with our clients to consider each individual circumstance. We know that every client's situation is different, and we strive to help build a plan you can trust.

Corporations with
Cash Reserves

High Net Worth
Investors & Families

Preparing for Retirement

Retired Individuals

Family Offices

Single & Multi-
Family Offices

Fee-Only, Fiduciary Advice

As a fee-only, fiduciary advisor, we are only compensated by a percentage of our clients' assets under management. This means that we never sell products or make commissions on investments that we recommend.

With minimized conflicts of interest and a sole focus on your success, you can be confident that your wealth strategy is focused on the most important part of the equation - your life's goals.

At Watersound Wealth Advisors, we pride ourselves on our commitment to the fiduciary standard. Serving as our clients' fiduciaries, we are legally and ethically obligated to put your interests ahead of our own.

You can expect transparent and unbiased advice from our advisors at a reasonable cost. We hold ourselves to the highest standards of integrity and accountability because we believe that is what you deserve.

One Dedicated Team of Advisors

Each client receives access to a team of wealth advisors. Along with a senior wealth advisor or Partner, a team of supporting wealth advisors helps to make sure clients' accounts are always monitored, their financial plans are in place, and there is always someone available to help.

Our team is comprised of Chartered Financial Analysts (CFA), Certified Financial Planners (CFP), Chartered Alternative Investment Analysts (CAIA), Certified Public Accountants (CPA), and licensed attorneys (J.D.) to make sure each aspect of your wealth is covered.

Meet the Team

One Dedicated Team of Advisors

Each client receives access to a team of wealth advisors. Along with a senior wealth advisor or Partner, a team of supporting wealth advisors helps to make sure clients' accounts are always monitored, their financial plans are in place, and there is always someone available to help.

Our team is comprised of Chartered Financial Analysts (CFA), Certified Financial Planners (CFP), Chartered Alternative Investment Analysts (CAIA), Certified Public Accountants (CPA), and licensed attorneys (J.D.) to make sure each aspect of your wealth is covered.

Meet the Team

Complimentary Portfolio X-Ray

Get a Complimentary Second Opinion on Your Current Approach.

Schedule an introductory meeting with one of our advisors to get started on a comprehensive audit of your current investment portfolio. Our team will comb through your investments line-by-line to highlight your portfolio's strengths and weaknesses. The insights gleaned in the Portfolio X-Ray will serve as the baseline for the construction of your future investment plan.