Whitewater Wealth offers investment advice and financial planning to individuals, families, and employer retirement plans. Services include asset management (through a bundled fee program), financial planning (covering investments, retirement, estate, taxes, and insurance), and pension consulting for employer-sponsored retirement plans. Whitewater Wealth may refer clients to other professionals like accountants or attorneys.
Assets Under Management$69M
Clients37
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Whitewater Wealth manages investments through a bundled fee program. Details about this program are in a separate brochure.
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