WHY TWO WATERS WEALTH?


Not all financial advisors are the same.

transparency

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!

MEET OUR TEAM

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

WHAT’S POSSIBLE THROUGH PLANNING

case study 1: empty nesters

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.

case study 2: retiring soon

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.

case study 3: recent inheritance

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.

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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