What we do

We manage ~$1.7 billion in assets and serve as an outsourced Chief Investment Officer for individuals and foundations. We are a Fee-Only wealth management firm, and therefore we do not sell commissioned products.

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Wateroak at a glance

  • Assets Under Management: ~$1.7 billion
  • Location: Headquarters in Winter Park, FL
  • Compensation Structure: Fee-Only
  • Human Capital: 18 full-time employees
  • Designations/Advanced Degrees of staff: CFA, CFP®, CIPM, EA, MBA
  • Ownership: 100% employee owned

How to hire an advisor

Learn which questions are most important to ask before choosing a financial advisor.

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Essential Planning

We provide financial planning as an additional service for our wealth management clients, delivered by experts.

  • Our wealth planning team focuses exclusively on planning
  • Customized wealth plans for a broad range of clients

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Client Experience

Expert financial advice delivered with personalized service.

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QUANT+ PORTFOLIO SERIES™

Academic advances once reserved only for the largest portfolios in the country.

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Tools for clients

Have you stress tested your portfolio for different market scenarios? Do you know your risk number?

We offer two valuable Tools for Clients that will help you stress test your portfolio and determine your optimal risk number.

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