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.
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 $13.61 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.
Sixty-eight professionals who collectively bring decades of experience serving families, executives, non-profit organizations and institutions.
1 Eaton Vance Investment Advisors Assets Under Advisement as of 3/31/2021
Eaton Vance Investment Counsel Completes Previously Announced Acquisition of WaterOak Advisors, LLCDownload PDF
- Individuals and Families
- Business Owners & Executives
- Non-Profits, Endowments & Corporations
- Motivated By Purpose
- Committed to an Elevated Client Experience
- Aligned Interests