At Great Waters, we know there’s more to life—and retirement—than money.
So, while we offer all of the capabilities of a traditional firm to suit your financial needs, we also offer more. Through a highly personalized, immersive process and a unique compensation structure, we meticulously create plans designed to support your holistic needs in this next chapter.
Our highly experienced planners work on salary—not commission—and are not limited by any brand or type of financial instrument. They’re passionate about guiding you in fully envisioning your next chapter, exploring what a purposeful life looks like—and making a plan to support you in living greatly.