JRW Advantage: Building Wealth
level of wealth you have reached, it is likely that you would like
to continuously grow your assets. Amassing wealth requires more than
investment planning and should include tax planning. By properly structuring
your investments, you may minimize your long-term tax obligations.
R. Waters & Company provides you with strategic guidance on wealth
accumulation. This includes our independent objective viewpoint on
your financial plan and how that plan will affect your tax obligations.
Whether you have a team of advisors or need an introduction, we work
with you and your financial investment planners.
assist clients in managing their investment strategy to ensure they
are meeting their financial goals.