Wealth Management

Waterview Capital’s investment approach is client-focused and evidence-based:

We have built our organization around our clients’ needs and demonstrating trust and integrity in every action we take on our clients’ behalf. This has ensured the success that matters most to us: highly satisfied clients and enduring client relationships, across market cycles and generations.

Academic research provides compelling evidence that markets work, that diversification is key to long-term success, that structure determines performance and that costs matter. Applying these high-level principles, client portfolios are designed to meet their unique needs, balancing priorities including risk management, required return and reliable cash flows. This approach has the advantage of reducing complexity while raising the probability of successful investor outcomes.

What is Wealth Management?

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning. Clients work with a single wealth manager who coordinates input from financial experts and can include coordinating advice from the client's own attorney, accountants and insurance agent. Waterview Capital wealth managers also provide banking services and advice on philanthropic activities.

Breaking Down Wealth Management

Wealth management is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs.