We are a financial advisory office in Matthews, NC consisting of one advisor and two support staff. We are 75% advisory and 25% brokerage with a specialization in 1031 Exchange products and tax advantaged programs for accredited investors. Each of our clients has unique opportunities, key advantages, and assets. Our firm coaches each of our clients to utilize each of these to their fullest extent, centered around achieving their goals. To that end, our practice is positioned to be as helpful to our clients as we possibly can be. The strategy is faith based. Water Oak investments is themed after Psalm 1:1-3 and we believe in modeling a stewardship based approach to wealth management. We generally avoid questionable industry practices and sparingly offer annuities to our clients only in situations where a need is obvious.

We are well capitalized and able to make quick and competitive offers in almost all situations. Practices from 10-100m in AUM are well within our capabilities. Our office is centrally located in the downtown area of Matthews, NC and we have room for one other advisor in our current space as well as the ability to size up as needed. I am very interested in speaking with advisors located within 60 miles of Charlotte, NC.

Member Level
Last Activity
6 months or more
Listing Age
301 days old

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