Waterrock Global Asset Management, Llc.

Description

• We specialize in investment management for gay couples, individuals who work for large companies, and business owners.Gay couples need a team of experts who understand asset transference rules. We spend significant amounts of time learning and assembling our team.Individuals that work for large companies like Boeing, Microsoft, Amazon, etc. Many have restricted stock grants or stock options, retirement plans (401k), and employee stock purchase plans. Many other advisors don't know or don't care to learn how to take advantage of these plans. At WaterRock we educate ourselves on your company's benefits plan.Business owners make up the lion's share of our business. Whether you are a wealth creator through deliberate planning or by necessity, we can help. Business owners by necessity include an employee or family member(s) that take over due to the death or disability of the principle owner.Every advisory relationship begins with a conversation. I look forward to your call.HistoryEstablished in 2009.I began my financial advisory practice at Merrill Lynch in 2005. After completing the training program I moved my practice to Morgan Stanley (eventually Morgan Stanley Smith Barney). On April 1st 2011 I joined WaterRock Global Asset Management. In November of 2014 I acquired the founder's interest in WaterRock Global Asset Management and became the Principal and Chief Investment Officer.Below is a brief history of of my education and industry experience. Thank you for considering WaterRock Global Asset Management LLC.Educational Background:BA Business Washington State University 2003MBA Finance Washington State University 2004Previous Employers:Merrill Lynch Seattle 2005-2007Morgan Stanley Seattle 2007-2011WaterRock Global Asset Management LLC 2011-CurrentAccreditation:Chartered Retirement Planning Counselor (CRPC®)Accredited Investment Fiduciary (AIF®)
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  Headquarters:29 148th Avenue , Bellevue, Washington, United States

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  Phone Number: +1 425-698-1463

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  Website: https://www.waterrockglobal.com

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  Employees:2

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  Revenue:$1 - 10M

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  Legal Name:Waterrock Global Asset Management, Llc.

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• |  NAICS Code: 525910  |

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