We piece together the financial puzzle that is your life.

Advanced wealth management requires a customized, integrated approach that is risk aware and tax sensitive, and is delivered by expert professionals.

Wealth of Resources

A wealth of resources

As fiduciaries, we exist to serve your best interests. Our team has access to a sophisticated suite of investment strategies and a network of global resources that can be customized to reflect your personal values and investment preferences.

Eaton Vance WaterOak Advisors is an $11.671 billion Registered Investment Advisory firm with access to the resources of Eaton Vance – a global investment manager. Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.

Fifty-one professionals who collectively bring decades of experience serving families, executives, non-profit organizations and institutions.

1 Eaton Vance WaterOak Advisors Assets Under Advisement as of 3/31/2022


Our Clients

  • Individuals and Families
  • Business Owners & Executives
  • Non-Profits, Endowments & Corporations

Our Philosophy

  • Motivated By Purpose
  • Committed to an Elevated Client Experience
  • Aligned Interests

Contact Eaton Vance WaterOak