Waterway Wealth Management

At Waterway Wealth Management, we prioritize building genuine relationships with our clients. We're a small team of financial planners and advisors who are dedicated to helping busy executives, professionals, and small business owners like you achieve their financial goals and live a full life.

Our unique approach to financial planning is centered around building close relationships with our clients. We believe that by getting to know you and your values, we can create a personalized plan that aligns with your goals and values. Our process begins with understanding who you are, what drives you, and what you hope to achieve. From there, we work together to develop a comprehensive financial plan that takes into account your unique needs and goals.

Our Team

At the heart of our firm is a small team of experienced professionals who are committed to delivering exceptional service and results. Our team includes:

• Daniel P. Michalk, CFA, CFP, ChFC, our founder and owner, who has been dedicated to financial planning for over 25 years.
• A team of advisors who are experts in their field and dedicated to providing personalized service to our clients.

Our Approach

At Waterway Wealth Management, we take a holistic approach to financial planning. We believe that financial planning is not just about investing or managing wealth, but about creating a plan that aligns with your values and goals. Our team works closely with our clients to understand their unique financial situation, goals, and values. From there, we develop a personalized plan that takes into account their individual needs and goals.

Our Services

We offer a range of services designed to help you achieve your financial goals and live a full life. Our services include:

• Comprehensive financial planning
• Investment management
• Insurance and risk management
• Tax planning and preparation

What Sets Us Apart

What sets us apart from other financial planning firms is our commitment to building genuine relationships with our clients. We believe that by taking the time to get to know you and your values, we can create a personalized plan that aligns with your goals and values. We prioritize transparency, honesty, and integrity in all of our dealings with our clients.

At Waterway Wealth Management, we are committed to helping you achieve your financial goals and live a full life. We believe that financial planning should be a collaborative process, and we're dedicated to working closely with our clients to develop a plan that aligns with their unique needs and goals.