Watershed Wealth
Watershed Wealth (CRD# 325405) is a financial advisory firm headquartered in Alpena, MI. They manage $9,037,652 in 43 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management9MILLION
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Total Number of Accounts43ACCOUNTS
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Average Account Value$210,178
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MI
As a CERTIFIED FINANCIAL PLANNER™ and founder of Watershed Wealth, my passion is to guide the next generation of professionals through their unique financial journeys.
With a background in Finance from Grand Valley State University, coupled with five robust years of experience across the financial planning industry, I took a leap and started my own firm in my hometown of Alpena, MI.
Beyond growing Watershed Wealth, I’m committed to my community, currently holding multiple board positions each with a focus on community improvement.
I strongly believe in collaboration and actively engage with local leaders, entrepreneurs and creatives to foster a sense of community progression.
After work, you’ll find me in the great outdoors, enjoying a round of golf, or spending quality time with my wife and our golden retriever, Peach.
I am not merely a financial planner, and my approach towards life and work reflects personal dedication not only to my clients and their financial journeys, but to fostering stronger, financially literate communities.