We Help Pre-Retirees Prepare for a Retirement That Is Purposeful And Financially Secure

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WHY TWO WATERS WEALTH?

Not all financial advisors are the same.

TRANSPARENCY

No hidden fees. We’re 100% transparent about what you’ll pay and how we’re compensated.

fiduciary: your best interests only

COLLABORATION

We believe true value is delivered through long term relationships and partnership, not transactions.

Education: we hold a CFP designation and a WMCP

EDUCATION

Less than 35% of financial advisors in North Carolina hold the CFP^® Designation¹

DEREK BOSTIAN, CFP® &
JASON RINDSKOPF, WMCP®

Thanks for visiting! We worked in financial services as consultants for financial advisors for over 20 combined years. We felt like many times, we spent more time talking about how they could sell more and make more money than they could serving their clients.

In 2015, we launched Two Waters Wealth Management with one purpose – SERVE OUR CLIENTS at the highest level we possibly can.

Take a look around our site and send us a message if you have any questions! Thanks!

Serving Clients in Huntersville, Cornelius, Mooresville, Troutman, Denver, Hickory, Statesville

WHAT’S POSSIBLE THROUGH PLANNING

EMPTY
NESTERS

Tom & Sheila aren’t ready to retire. The kids are out of the house and they’re talking about downsizing but aren’t sure that’s the right move.

APPROACHING RETIREMENT

Wendy and Scott are both nearing their prospective retirement dates. They’ve both worked and saved diligently but like many, fear running out of money.

RECENT INHERITANCE

Cindy recently lost her parents. Sorting through their finances has been a challenge. Now, she wants to maximize the impact of her newfound wealth.

These retirement planning stories are hypothetical, do not involve specific clients of Two Waters Wealth, and should not be viewed as a guarantee of results or success.

Retirement Planning Services

A financial planning firm for Baby Boomers approaching retirement. Services we offer:

☑️ INVESTMENT MANAGEMENT

☑️ TAX EFFICIENCY PLANNING

☑️ RETIREMENT INCOME

☑️ ASSET PROTECTION

☑️ SOCIAL SECURITY OPTIMIZATION

☑️ LEGACY OPTIMIZATION STRATEGIES

☑️ INVESTMENT MANAGEMENT

☑️ TAX PLANNING

☑️ RETIREMENT INCOME

☑️ ASSET PROTECTION

☑️ SOCIAL SECURITY PLANNING

☑️ LEGACY & ESTATE PLANNING

5 STEPS TO LOWERING YOUR TAX BILL IN RETIREMENT

Did you know that there are specific steps and actions you can take to reduce your tax bill in retirement? Download our FREE guide to learn what you can be doing now to pocket more of your hard earned money!

5 Steps to Lowering your tax bill

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

CONTACT US

9820 Northcross Center Ct.

Suite 72

Huntersville, NC 28078

704.275.2500

info@twowaterswealth.com

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Two Waters Wealth Management is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Two Waters Wealth Management are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Download our form CRS: https://aewealthmanagement.com/wp-content/uploads/2020/06/Form-ADV-Part-3-AE-Wealth-Management-Final-v3.31.22.pdf

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to [protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

1: Source: https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics; https://money.usnews.com/financial-advisors/north-carolina

CONTACT US

9820 Northcross Center Ct.
Suite 72
Huntersville, NC 28078

704.275.2500

info@twowaterswealth.com

To office map

Two Waters Wealth Management is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Two Waters Wealth Management are not affiliated companies.

© 2021 Two Waters Wealth Management