WHY TWO WATERS WEALTH?


Not all financial advisors are the same.

transparency

TRANSPARENCY

No hidden fees. We’re 100% transparent about what you’ll pay and how we’re paid.

fiduciary: your best interests only

FIDUCIARY

We are legally obligated to put our client’s best interest over our own.

Education: we hold a CFP designation and a WMCP

EDUCATION

Less than 25% of financial services holds a CFP® or WMCP® designation

DEREK BOSTIAN, CFP® &
JASON RINDSKOPF, WMCP®

Thanks for visiting! We worked in financial services as consultants for financial advisors for over 20 combined years. We felt like many times, we spent more time talking about how they could sell more and make more money than they could serving their clients.

In 2015, we launched Two Waters Wealth Management with one purpose – SERVE OUR CLIENTS at the highest level we possibly can.

Take a look around our site and send us a message if you have any questions! Thanks!

MEET OUR TEAM
Click for the BBB Business Review of this Financial Services in Huntersville NC

Serving Clients in Huntersville, Cornelius, Mooresville, Troutman, Denver, Hickory, Statesville

WHAT’S POSSIBLE THROUGH PLANNING

case study 1: empty nesters

EMPTY
NESTERS

Tom & Sheila aren’t ready to retire. The kids are out of the house and they’re talking about downsizing but aren’t sure that’s the right move.

case study 2: retiring soon

APPROACHING RETIREMENT

Wendy and Scott are both nearing their prospective retirement dates. They’ve both worked and saved diligently but like many, fear running out of money.

case study 3: recent inheritance

RECENT INHERITANCE

Cindy recently lost her parents. Sorting through their finances has been a challenge. Now, she wants to maximize the impact of her newfound wealth.

READ MORE
READ MORE
READ MORE

These retirement planning stories are hypothetical, do not involve specific clients of Two Waters Wealth, and should not be viewed as a guarantee of results or success.

Retirement Planning Services

A financial planning firm for professionals approaching retirement. Services we offer:

☑️ INVESTMENT MANAGEMENT

☑️ TAX PLANNING

☑️ RETIREMENT INCOME

☑️ ASSET PROTECTION

☑️ SOCIAL SECURITY PLANNING

☑️ LEGACY & ESTATE PLANNING

☑️ INVESTMENT MANAGEMENT

☑️ TAX PLANNING

☑️ RETIREMENT INCOME

☑️ ASSET PROTECTION

☑️ SOCIAL SECURITY PLANNING

☑️ LEGACY & ESTATE PLANNING

Our clients accounts are held with long-tenured institutions you know and can trust to be there when you need your money.

We’re committed to doing our part to reduce waste by partnering with DocuSign to make all transactions paperless.

Recent Blog Posts

View All

What are your most valuable resources?

When we think of our most valuable resources, our instinct is to often default to our financial resources.  Particularly when it comes to financial planning, or retirement planning. We've been conditioned to believe that our ...

Give Yourself a Tax Advantage

If your income is pie, then the federal government takes a hefty slice each year. A 2020 report from the Tax Foundation found a single average wage earner in the United States pays about 29.8 ...

Stock markets: What is the Dow?

Over the last few weeks, we’ve seen incredible volatility and a roller-coaster ride of a stock market.  It seems every day that we turn on the evening news to hear “Dow moves _______(enter big number ...