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 a $101 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 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 6/30/2022


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