Watershed Wealth Management is an independent Registered Investment Advisor (RIA) that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm provides comprehensive, fee-only financial services, including personalized financial planning, investment management, retirement planning, and estate planning. By avoiding commissions and focusing on a transparent fee structure, they aim to provide unbiased advice and build long-term relationships with individuals and families.

Founded in

United States