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.
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.
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
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.