Waterway Wealth Management

Celebrate the beauty of enduring relationships with us. From 45 to 64 years, our clients' anniversaries inspire us daily. Discover the heartfelt stories and the legacy of connection in our latest blog by Dan Michalk. https://waterwaywealth.com/the-gift-of-relationships/

THE GIFT OF RELATIONSHIPS | Waterway Wealth Management As I was signing client anniversary cards for the month of August, my engineering brain noticed an increasing number of “WOW” anniversaries. It’s

Celebrating July Team Member Anniversaries - Congratulations Jeff!

Happy 4th of July from all of us at Waterway Wealth Management!

Today we celebrate the freedom and opportunities that make America great. We're grateful for our amazing clients and friends who inspire us every day. Here's to fireworks, family, festivities and full living. Enjoy the day! 🇺🇸

Continuing our Summer of Service, Yvonne Allen and Jack Cowling spent this morning volunteering with Sleep in Heavenly Peace - TX, Montgomery Co. This wonderful organization believes all children deserve a safe, comfortable place to lay their heads and builds beds for children who would otherwise sleep on the floor. This is part of our ongoing commitment to serve our community and to help everyone achieve full living.

Today, Waterway Wealth Management pauses to honor the brave men and women who made the ultimate sacrifice for our freedom, allowing us to live fully and freely. We are eternally grateful for our military and their dedication. Their courage will always be remembered and celebrated.

Full Living means giving back!

Yesterday, Yvonne Allen from our team had an amazing morning volunteering Kids' Meals, Inc. in Montgomery County and made some wonderful new friends. In 2023, over 425 meals were delivered each day to hungry children in Montgomery County. Did you know they need 75 volunteers each week to make this happen? Thanks to Waterway Wealth Management, employees get the time to participate in volunteer work and make a difference in our community. Your time can make a huge impact too.

Meet Garrett Dennis (Rett), our Rockstar intern at Waterway Wealth Management!
Hats off to Rett, a proud member of the Fighting Texas Aggie Class of 2027, where he's diving deep into a BBA in Finance with minors in Economics and Computer Science. Being in the presence of a President's Endowed Scholar like Rett has been nothing short of inspiring!
Beyond his impressive work ethic, Rett's positive attitude, curious nature and willingness to learn make him a true asset to our team! We look forward to seeing the amazing things he'll achieve in the future!

What a fun afternoon at our Meet the New Team Members / Cinco de Mayo happy hour at Mahoney's Texish Bar & Restaurant in The Woodlands Waterway Square! Thankfully the weather cooperated, clearing just in time for our event.

A huge thank you to everyone who joined us in welcoming our newest additions to the Waterway Wealth family: Ross King, JD, CPA, CFP, our Senior Financial Planner; Ariel Jasso, Associate Financial Planner; and Kewanna Thomas, Relationship Manager.

We're fortunate to have such talented individuals on board, and we're excited about the value they bring to our work and to supporting you, our clients. Here's to a future filled with success, growth, and the joy of full living!

What an inspiring day! The girls of Waterway Wealth Management had the incredible opportunity to attend New Danville's Spring Thing, courtesy of Brittany Sloan of B. Sloan Law. We were deeply moved by the keynote speech from Chris Nikic - Ironman, the first person with Down Syndrome to complete a 140.6-mile Ironman. His journey reminds us all to focus on our abilities, not our disabilities, and being the best you can be by getting 1% better each day to turn your dreams into reality. The New Danville mission is to provide enriching and purposeful lives for adults with intellectual and developmental disabilities. Here's to a day filled with inspiration, growth, and the joy of full living in all its richness.

Waterway Wealth Management was a proud sponsor of the Tennessee Whiskey Bar at the Meals on Wheels Montgomery County Montgomery County Meals on Wheels “A Night in Nashville” event last night!

By supporting Meals on Wheels, we’re helping over 850 homebound seniors in Montgomery County receive not just a hot, nutritious meal, but a safety check and a friendly smile from one their dedicated volunteers. Thank you to everyone who made this event a success and contributed to such a wonderful cause!

Celebrating April Team Member Anniversaries at Waterway Wealth Management!
Congratulations to Aaron Hoge (5 years), Kristen Cardoza (6 years), and Jack Cowling (5 years) on their noteworthy milestones at Waterway Wealth Management. Your hard work and dedication drive our success. Here's to more years of achievements, fun times, and full living together!

Today was more than just a team-building day for Waterway Wealth Management. It was a day of giving back and making a real difference in our community. We kicked off with volunteering at Montgomery County Meals on Wheels, serving meals and spreading joy to our homebound seniors. Moments like these remind us of the importance of giving back and enriching the lives of others. Huge thanks to Montgomery County Meals on Wheels for letting us be a part of their incredible mission!

After our awesome volunteering experience, we added some fun to the mix with a friendly competition at Texas Axe Throwing. Congratulations to Aaron Hoge for earning the title of Master Axe Thrower! What a fantastic way to wrap up a day of teamwork, camaraderie, and making memories. Here's to many more moments like these as we strive towards full living and continue making a positive impact wherever we go!

Waterway Wealth Management was incredibly honored to be a Platinum Sponsor for The Woodlands Economic Development Partnership Elected Officials Reception held at The Club at Carlton Woods this evening. Being a part of this prestigious gathering honoring elected officials at the local, county, state, and federal levels was truly a privilege.

Dan Michalk with Whiskey Nick at Bosscat in The Woodlands, for a whiskey tasting event – because sometimes full living means kicking back and enjoying good food and drink with friends.

So thankful for organizations like the Montgomery County, Texas Chapter of Sleep in Heavenly Peace who builds and delivers fully furnished beds. Their goal is to make sure kids in need sleep better.

Friday fun at Waterway Wealth Management’s Team Volunteer Day!
We had the privilege of helping Meals on Wheels Montgomery County pack hurricane boxes and deliver meals for seniors in need.
We’re so thankful to work with such an impactful organization.

What a perfect spring day to participate in South MoCo Young Life's 6th Annual Golf Scramble! WWM is proud to be a sponsor of their AWESOME golf towels!! What a fantastic organization who helps our younger kids grow in their faith.

Team Waterway with Meals on Wheels, Montgomery County’s President & CEO Summer Day – we had a great time at their “A Night in Nashville” last night celebrating their 50th Anniversary. We were so proud to be a part of the event and such a phenomenal organization.

We’re excited to be the Tennessee Whiskey Bar Sponsor at a Night in Nashville to help celebrate Meals on Wheels Montgomery County's 50th Anniversary!! It's sure to be an awesome night!!

Thank you to Waterway Wealth Management for being our Tennessee Whiskey Bar Sponsor for A Night in Nashville! We are grateful for our community partners who support us in caring for our food fragile senior neighbors!

We’re always looking for exceptional talent at Waterway Wealth Management! We are now interviewing for an Associate Portfolio Manager. View the details and apply here: https://waterwaywealth.com/associate-portfolio-manager/

See what Waterway Wealth Management's 7 Top Rule Changes are from the Secure Act 2.0.

SECURE ACT 2.0 | Waterway Wealth Management The SECURE ACT 2.0 was signed into law on December 29th, 2022 and included almost 100 rule changes that affect retirement planning, taxes and employer

Hang in there, don't throw in the towel! See what Dan Michalk has to say about INVESTOR FATIGUE

INVESTOR FATIGUE | Waterway Wealth Management Turning the calendar to 2023 brings with it optimism and hope for a fresh start in the New Year. Unfortunately for the markets, there is still a cloud of