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Robert B. Dwyer, CFP®

Waterway Wealth Management

21 Waterway Avenue
Ste 400
The Woodlands, TX 77380
Phone: (281) 363-0000

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Household Income Minimum: $250,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.