Contact Me at 813-484-7877
Financial Planning
A solid financial plan is your blueprint for the future. I’ll help you navigate risks, seize opportunities, and stay on track to achieve your long-term financial goals. Investments are just one piece of the puzzle. I take a holistic approach, guiding you through essential areas like:
Cash Flow Management
College Planning
Estate Planning
Retirement Planning
Risk Management
Stock Options and Company Benefits
Tax Planning and Optimization
401(k) and Pension Analysis
At Water Street Wealth, I take a comprehensive approach to wealth management, which includes collaborating with a network of trusted professionals. These strategic alliances help address areas such as tax planning, estate planning, and insurance, complementing the investment management and financial planning services I provide.
Rick Bennett, a Team Lead Loan Officer with Movement Mortgage, simplifies the home financing process. Whether buying, refinancing, or building, he helps clients explore loan options with expert guidance, ensuring a stress-free and informed mortgage experience.
Rick Bennett
Loan Officer
Lauren Mamouzelos helps clients secure financial protection with tailored insurance solutions, leveraging her expertise in employee benefits and risk management.
Lauren Mamouzelos
Insurance Professional
Genti Mataj, a CPA and Certified Fraud Examiner since 2009. In addition, he is a Certified Forensics Examiner. Genti specializes in tax strategies, forensic accounting, and financial audits. He helps clients ensure compliance, minimize risk, and protect assets through expert financial oversight and fraud prevention.
Mataj Consulting Group, CPA LLC
Genti Mataj
Accountant, CPA, CFF. CFE
Since 2019, Lauren Ashley Silvers has specialized in elder law, providing expert guidance in estate planning, probate, trusts, and guardianship. She helps families navigate incapacity planning, end-of-life arrangements, and asset protection with care and precision.
Lauren Silvers
Estate Planning Attorney
David S. Toback, an estate planning attorney, with decades of experience in wills, trusts, tax planning, and asset protection. He helps individuals and businesses structure their estates, navigate tax complexities, and secure their financial legacy for future generations.
David S. Toback, Esq.
Estate & Business Planning Attorney
These alliances are not exclusive relationships—you are always free to choose your own professionals for these services. Please note that these firms are not affiliated with Water Street Wealth Management, LLC, and are solely responsible for the products and services they provide.
Wealth Management
Managing your wealth shouldn’t feel overwhelming. At Water Street Wealth, I provide personalized investment strategies designed to help you grow and protect your financial future. As a fee-only fiduciary wealth manager, my only priority is your success—free from commissions or hidden fees, with recommendations made solely in your best interest.
Bonds
Brokerage Accounts
CDs
Company Sponsored Retirement Plans
Derivatives (Options)
Digital Assets
Exchange Traded Funds (ETFs)
Individual Equities (Stocks)
Retirement Accounts (Roth & IRA)
Mutual Funds
Blockchain And Digital Assets
Digital assets are reshaping the financial landscape, but integrating them into your portfolio requires careful strategy. As a fee-only fiduciary, I provide the guidance you need to navigate cryptocurrencies, NFTs, and blockchain investments with confidence. From understanding how digital assets fit into your overall financial plan to addressing regulatory, compliance, and tax considerations, I help you make informed, strategic decisions. Whether you're new to blockchain or looking to refine your approach, I offer the education and expertise to ensure your investments are secure, compliant, and aligned with your long-term financial goals.
Digital Asset Integration
Regulatory Guidance
Blockchain Education
Digital Asset Advice
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