Our Approach

Our firm is built on the foundation of integrity, honesty and a commitment to our community and clients. We maintain and value our fiduciary commitment to our clients.

With over 30 years of combined industry experience, our firm is equipped to service all aspects of financial management, from investment and retirement planning to risk management and estate conservation. We focus in helping our clients develop a customized, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Today's investment climate offers unprecedented opportunities. At Water Tower Financial, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

A clear understanding of their financial goals
A well-defined roadmap for achieving those goals
Ongoing advice to help adjust their roadmap when their needs change