Whether you’re saving for retirement or your children's education, planning for the future can be overwhelming. At John R. Waters & Company, we give you the tools you need to help manage your wealth with confidence. Our wealth management model focuses on building, preserving and transferring wealth to ensure a sound financial future for you – and for generations to come.
We work with you and your advisors to develop customized investment and tax strategies, helping you meet your financial goals and minimize long-term tax obligations.
You’ve worked hard to earn your money. Make sure it’s protected and available when you need it. We find solutions that preserve your wealth and minimize taxable assets, including family partnerships, charitable trusts, private foundations and specific gifts.
Don’t let your savings go to the government instead of your heirs. We work with you and your legal advisors to create an estate plan that minimizes your tax obligations and ensures your assets are transferred according to your wishes.