Investment Approach
Our investment philosophy is personalized and grounded in powerful research.
We ground our approach in relationships.
Our promise to you—
Personalized attention
Starting with our first conversation.
Planning for now, preparing for the future.
For the essential “what now?” and “what if?”
A specialized team
Exploring every opportunity to meet your particular needs.
Ready to
start a
conversation?
Let’s build your wealth plan – together
Financial planning
Through a robust process, we uncover your financial goals and risk tolerance.
We create a customized financial plan, which could include retirement planning, education funding, insurance review, and guidance in a number of other planning areas. Your financial plan will evolve, remaining in alignment with your investment goals and planning objectives.
Estate planning
We help you to clarify your wealth transfer, charitable and asset protection priorities, and provide guidance to help ensure your estate plan aligns with those goals.
We analyze estate tax implications and evaluate tax reduction strategies. We work closely with your estate planning attorney to develop a plan that syncs with your objectives and serves as a lasting reflection of your values.
Trustee services
As your independent trustee, Eaton Vance Trust Company provides professional, consistent administration over your trust.
We manage the substantial administrative duties and draw on our experience when exercising discretion over distributions. We provide continuity of these services, often for decades, and for the benefit of multiple generations.
Charitable planning
Charitable planning is multi-dimensional and should be thoughtfully integrated into financial and estate planning discussions.
Philanthropy may be motivated by community impact, family participation, tax benefits or a combination of these and other factors. We help you consider these dynamics and explore giving vehicles that will best achieve your overarching goals.
Team
Meet Laura Godine
CAP®, Director of Wealth Planning
Laura applies her expertise in estate and gift planning, charitable giving, and estate and trust administration to help clients accomplish their goals.
Contact Eaton Vance WaterOak
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