WakeWater Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Nathan Richard

Nathan Richard

Financial Advisor

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Mark Savastano

Mark Savastano

CFP®, M Acc

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mark Savastano's website

Team

Jake Hallgren

Jake Hallgren

Financial Advisor,

Financial Planning Associate