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 paid.
FIDUCIARY
We are legally obligated to put our client’s best interest over our own.
EDUCATION
Less than 25% of financial services holds a CFP® or WMCP® designation
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 professionals approaching retirement. Services we offer:
☑️ INVESTMENT MANAGEMENT
☑️ TAX PLANNING
☑️ RETIREMENT INCOME
☑️ ASSET PROTECTION
☑️ SOCIAL SECURITY PLANNING
☑️ LEGACY & ESTATE PLANNING
☑️ INVESTMENT MANAGEMENT
☑️ TAX PLANNING
☑️ RETIREMENT INCOME
☑️ ASSET PROTECTION
☑️ SOCIAL SECURITY PLANNING
☑️ LEGACY & ESTATE PLANNING
Our clients accounts are held with long-tenured institutions you know and can trust to be there when you need your money.
We’re committed to doing our part to reduce waste by partnering with DocuSign to make all transactions paperless.
Recent Blog Posts
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Give Yourself a Tax Advantage
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Over the last few weeks, we’ve seen incredible volatility and a roller-coaster ride of a stock market. It seems every day that we turn on the evening news to hear “Dow moves _______(enter big number ...
