At Watershed Wealth Management, our ethos is informed by the storied rivers of the Green Mountain State. These waters provide not only vital necessities to those who live along their banks, but also the natural beauty and associated values for which the region is known. That we have such rivers in the twenty-first century is no accident; rather, it is the product of vigilance by generations of Vermonters who have relied on them. Likewise, your financial picture is best framed when attention is given to every tributary, branch, and potential blockage.
Like water, your wealth is never truly still, and cannot be captured in a single snapshot. A client’s portfolio is best understood as a set of changeable inflows, outflows, and obstructions, with the condition of the main stem a function of all of these over time. Our role as financial advisors is to map these features and help build a resilient system to better weather the changing seasons of life, as well as both downpour and drought.
No two Watershed clients are the same. Developing your financial plan begins with understanding your circumstances, needs, wants, and wishes. Our structure as a nimble team with access to the infrastructure of a major institution is well-suited to making the most of personalized investing. In addition to direct guidance and the research involved in finding suitable investment opportunities, our advisors are well-positioned to coordinate your plan with your own accounting and legal professionals. Alongside you and your team, we at Watershed will deploy our decades of experience to ensure that your plan is implemented efficiently, with your personal needs, time horizon and tolerance for risk always at the heart of the process.
