Experienced advisors backed by a collaborative team
While the three principal financial advisors of Water Street Wealth Management have more than 50 years of combined experience in the financial service industry, they also bring a wealth of experience from their prior careers. Craig Cooley started as an estate and tax attorney, Michael Wegener began as a CPA and Lee was an engineer.*
This experience means that they can confidently counsel clients on the importance of an estate plan: Michael and Craig can weigh in on the importance of considering tax strategies, and Lee – in addition to being an engineer – is a Certified Financial Planner™ practitioner well-versed in looking at the details of building a financial plan.
Together with the other members of the team, they collaborate to offer clients a true team approach, meaning that while you may have a primary relationship with one advisor, every member of the team is here to provide their individual perspective and skillset to proactively addressing your needs.
* The tax advice and/or services of Michael Wegener are independent of Raymond James. As Financial Advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.