Our only fees.

Transparent pricing - No hidden costs.

Wealth Management

Ongoing financial planning and investment management by Watershed Wealth.

  • Financial health analysis
  • Financial goal setting
  • Retirement planning
  • Investment management
  • Cashflow analysis
  • Insurance analysis
  • Debt repayment strategy
  • Employee benefits analysis
  • Estate planning analysis
  • Financial health monitoring
  • Pro-active tax planning
  • Semi-annual reviews
Starting at
1.5% of Assets Managed Each Year

No start-up costs or account size minimums

Get started by scheduling your discovery meeting. 🔎
(it's free)