Our Clients

Wealth Management Services for High-Net-Worth Individuals

Watersound Wealth Advisors customizes your investment portfolio and financial plan to meet your unique needs.
Schedule a Meeting
Comprehensive Wealth Management

A Holistic Look at Your Wealth

Through effective communication and collaboration with clients, Watersound Wealth Advisors transform a complex process into a clear road ahead.

Our comprehensive wealth management services revolve around our clients' holistic needs. Our services for high-net-worth investors include:

  • Financial planning
  • Custom investment portfolios
  • Tax planning and tax strategy
  • Estate planning
  • Low-cost lending solutions and private banking

Our comprehensive approach aligns every aspect of your wealth in service of one goal - your financial success.

Comprehensive Wealth Management

A Holistic Look at Your Wealth

Through effective communication and collaboration with clients, Watersound Wealth Advisors transform a complex process into a clear road ahead.

Our comprehensive wealth management services revolve around our clients' holistic needs. Our services for high-net-worth investors include:

  • Financial planning
  • Custom investment portfolios
  • Tax planning and tax strategy
  • Estate planning
  • Low-cost lending solutions and private banking

Our comprehensive approach aligns every aspect of your wealth in service of one goal - your financial success.

Private & Alternative Investments

An Elevated Portfolio Design

Utilizing customizable investment strategies, our financial professionals develop an elevated portfolio that is unique to your goals and objectives.

Watersound Wealth Advisors specializes in private and alternative investments that have been thoroughly vetted by our team of financial professionals.

These unique investments can help serve as integral diversifiers in client portfolios.

Review Your Portfolio
Private & Alternative Investments

An Elevated Portfolio Design

Utilizing customizable investment strategies, our financial professionals develop an elevated portfolio that is unique to your goals and objectives.

Watersound Wealth Advisors specializes in private and alternative investments that have been thoroughly vetted by our team of financial professionals.

These unique investments can help serve as integral diversifiers in client portfolios.

Review Your Portfolio
Wealth Management Services

Custom, Comprehensive, & Completely Focused on You

Our wealth management services are all-encompassing and customized to you to help you achieve your financial goals. We employ our strategies by tailoring each step to your individual needs.

Custom Investment Portfolio Creation

High-net-worth individuals call for unique investment solutions. We optimize client portfolios with hand-picked equity, fixed income, and alternative investment strategies.

Advanced
Financial Planning

You want your wealth to work for you for years to come. We create advanced financial plans for clients with hundreds of inputs used to model countless scenarios and factors over time.

Tax Planning
& Preparation

We understand that for clients, the most important return is the after-tax return. We take into account tax-optimization in every aspect of your investment portfolio and overall financial plan.

Estate
Planning

As fiduciary financial advisors, our team is always acting in the best interest of clients. We aim to help you build an estate plan that you can rely on for the long term.

Low-Cost Lending
& Private Banking

Our extensive relationships with reputable custodians such as Charles Schwab and Fidelity have allowed us to access negotiated, lower margin rates as well as expedited and customized service.
Robust Advisory Team

A Team of Advisors Relentlessly Focused on Your Goals

Each Watersound client works with a focused team of financial professionals dedicated to managing your wealth.

Our advisors hold numerous industry credentials and degrees including:

  • Chartered Financial Analysts (CFA)
  • Certified Financial Planners™ (CFP®)
  • Chartered Alternative Investment Analysts (CAIA)
  • Certified Public Accountants (CPA)
  • Licensed Attorneys (J.D.)

As a high-net-worth individual, you have a unique set of circumstances that calls for a custom investment management strategy built by experienced wealth advisors.

Schedule a Meeting
Robust Advisory Team

A Team of Advisors Relentlessly Focused on Your Goals

Each Watersound client works with a focused team of financial professionals dedicated to managing your wealth.

As a high-net-worth individual, you have a unique set of circumstances that call for a custom investment management strategy and financial plan built to support your goals and objectives.

We have refined our process to help investors build a portfolio and long-term plan that they can rely on.

Schedule a Meeting
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.
Contact Us
First
Last

Blog Spotlight

Stay up-to-date with the latest news, strategies, and insights directly from our advisory team.
Build a Financial Plan Aligned with Your Life Goals
How to Build an Enhanced Investment Portfolio
8 Strategies for Building a Tax-Efficient Wealth Management Plan