We ground our approach in relationships.
Our promise to you—
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.
From your first meeting with us, we start developing a wealth management plan that's personalized to your unique needs. Select each area to learn more about how we'll build our relationship together.
MeetIn our initial meetings, you will be introduced to your Eaton Vance WaterOak team. In addition to a Wealth Advisor, the team may include various investment and wealth planning specialists.
DiscoverThrough our discussions, we aim to develop an understanding of your specific concerns and goals, how you think about investing, and what outcomes would make you feel secure and successful. We will also work to uncover important risks and opportunities in order to create an overall plan that is personalized to you.
PrioritizeBased on what is most important to you, we will agree upon a strategic ordering of tasks to address your goals and concerns. There may be issues that are top of mind for you, and we may also identify time sensitive recommendations in light of legislation, market conditions or problematic exposures.
PlanWe create a framework to illustrate your current financial position relative to the goals you wish to achieve. This view into your circumstances and objectives will inform our recommendation for your overall asset allocation.
TransitionOur Team will prepare a transition analysis of your existing investment portfolio, concentration risk and tax profile to arrive at an agreed upon asset allocation offering a tax efficient transition to our management.
ReviewBy reviewing your financial and planning documents we seek to uncover your particular financial exposures and opportunities. With that baseline understanding we create a plan to address risks and effect improvements. Depending on the complexity, this may be a discrete project or a multi-year strategy.
RefineAs your circumstances or goals change, we will assess the impact and work with you to make adjustments. We pride ourselves on being forward-thinking and we seek to identify innovative solutions to capture future opportunities.
Let’s build your wealth plan – together
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.
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.
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 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.
Contact Eaton Vance WaterOak
Have questions about getting started? Tell us more about what you’re looking for, and a member of our team will get back to you shortly.