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Follow the Shepherd,
not the Sheep.
Biblically Based Wealth Management
Waterside Wealth Advisors
We combine biblical financial principles with Wall Street analytic rigor to help you manage your God-given resources to maximize your God-given purpose.
Services
INVESTMENT MANAGEMENT
Our investment selection and portfolio management process has served as a cornerstone for institutions, ministries, investment advisory firms, and private clients nationwide.
We specialize in Biblically Responsible Investing. Meaning we do not invest in companies that profit from or promote activities that violate biblical principles.
FINANCIAL PLANNING
All financial decisions impact your future ability to save, spend, or give. We believe that it is important to develop a plan around your unique God-given purpose, your values, and what you would like to accomplish most in life.
Whether you are currently in retirement or early in your career, a financial plan provides clarity of direction. Today's thoughtful planning will help ensure you finish the race well.
Biblically Based Wealth Management
Why Biblically Based Wealth Management?
God's word speaks authoritatively to all financial planning and decision making, providing wisdom, principles, and clarity for the journey.
Biblical wisdom and principles are timeless and applicable to everyone, at all times, under all economic and financial circumstances.
Wealth management is not just about numbers and investments, but also about stewardship and responsibility. As stewards of the resources that God has entrusted to us, it is important to use our wealth wisely and with purpose.
“But blessed is the one who trusts in the Lord, whose confidence is in him. They will be like a tree planted by the water that sends out its roots by the stream. It does not fear when heat comes; its leaves are always green. It has no worries in a year of drought and never fails to bear fruit.”
Jeremiah 17:7-8
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