The Team

WakeWater Wealth Management
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Nathan Richard

Nathan Richard

Financial Advisor

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Designations

CLTC®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

Bridgeton Academy - Maine, University of Maine - BS Finance

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Mark Savastano

Mark Savastano

Financial Advisor

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Designations

CFP®, CRPC®, M Acc

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

M. Acc. - Master's in Accountancy, Financial Planning - Rhode Island College, B.S. in Finance - Rhode Island College

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Our Staff

Theresa Abrams

Theresa Abrams

Paraplanner

Client Relationship Specialist
Jake Hallgren

Jake Hallgren

Intern

Client Service Coordinator
Jeremy A. Middleton

Jeremy A. Middleton

Financial Planning Assistant

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Roles & Responsibilities

  • Financial Planning Assistant for Advisor Nathan Richard