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Waterford Advisors, LLC

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Waterford Advisors, LLC

Mission statement:

Waterford Advisors is a relationship driven firm that delivers highly personalized services to a limited number of families as they grow, manage and protect their wealth.

We will provide independent, objective, and unbiased financial planning advice. Our only allegiance will be to our clients. We will have an unyielding commitment to the achievement of our clients’ financial goals and objectives. To that end, we are committed to continually improve our people, processes, services and facilities.

We will never lose sight of the basic premise that an uncompromising commitment to service and above all unquestionable ethics is the only true path to success.

Overview:

Waterford Advisors LLC specializes in working with clients as they plan for and enjoy their retirement. We provide comprehensive financial planning services and follow a well-defined, disciplined process to increase the probability that you will meet your financial goals. We offer expertise in all key areas of Wealth Advisory Services including: Income Tax Planning and Compliance, Investment Management, Estate Planning and Trust Services, Risk Management and Insurance, Expense Management and Reporting, as well as Business Advisory Services. This expertise allows us to deliver the best possible personalized advice and is provided without conflicts of interest.

Our success is not measured by performance statistics but rather by how effective we are in helping you achieve your goals.

Waterford is registered with the U.S. Securities and Exchange Commission. Our registration document (Form ADV Part II) (PDF 171K) and Brochure Supplement (PDF 83K) is available for your review.

© 2008–2013, Waterford Advisors LLC, All rights reserved. Privac

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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