Our Firm

Waterside Wealth Advisors is a comprehensive wealth management firm based in Texas and serving clients nationwide. Our mission is to help individuals and families manage their God given resources to maximize their God given purpose.

For over 20 years individuals, families and institutions have relied upon our founders research and recommendations to achieve what is most important to them. We hold the highest regarded credentials in investment management and financial planning:

CFA® - Chartered Financial Analyst

CFP® - Certified Financial Planner

Our firm has been carefully vetted by Ramsey Solutions and has been entrusted to serve Dave Ramsey fans. We are Ramsey SmartVestor Pros and abide by the SmartVestor Pro Code of Conduct

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“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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Investment Management

Our investment due diligence and portfolio management process has served as a cornerstone for private clients, financial advisors and institutions nationwide.

 

Our integrated investment philosophy combines award winning Academic theories, Behavioral financial realities and timeless Biblical truths.

 

Biblically Responsible Investing

We seek to be good stewards of the resources with which God has entrusted us. We believe this includes growing and protecting wealth in a biblically responsible way. We do not invest in companies that promote, support or profit from activities that explicitly violate biblical principles.

Retirement Planning

Retirement offers tremendous freedom while posing some unique challenges. Most people only retire once in their lifetime, so the advantage of working with an experienced advisor and getting it right the first time is paramount.  Our process has been developed and refined over many years and is designed to address your holistic retirement planning needs so that you can focus your time and attention on what is most important.

Our retirement planning includes:

- Retirement timing & income planning

- Retirement transition, lifestyle planning

- Social Security analysis

- Pension lump sum / annuity analysis

- NUA Analysis

- IRA strategies (Roth & Traditional)

- Retirement plan rollovers

- Long term care planning

- Retirement investment portfolio

- Estate strategies

 
 

Financial Planning

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All financial decisions have an impact on your future ability to save, spend or give. Therefore we believe that it is of the utmost importance that you develop a financial plan around your unique 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 wise decisions help ensure the meeting of tomorrow's goals.

Our Financial planning includes:

- Financial plan creation

- Cash flow analysis

- Budgeting

- Saving & Investing

- Custom investment plan

- 401 (k) / Employer Retirement plan consulting

- Stock options planning

- Debt Management

- College savings strategies

- IRA Strategy analysis (Roth & IRA)

- Insurance review

- Major purchase planning

- Scenario modeling & consulting

- Giving strategies

Estate Planning

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We understand that individuals spend an entire lifetime building and protecting their wealth. However an important part of stewardship is to understand that wealth is never actually owned, but it is entrusted to us for a period of time. We help our clients carefully consider and plan the transfer of wealth to the next steward, whether that be your friends, family or institutions that you hold dear. We coordinate with the appropriate professionals to help ensure the wealth that you spent a lifetime acquiring will be efficiently  transferred according to your wishes.

Our Estate Planning process includes:

- Beneficiary Designation Review

- Wills & Trust Review

- Gifting Strategies

- Coordinating with Estate Planing Attorney and other professionals.