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WaterRock Financial, LLC

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United States
Chanhassen, MN
WaterRock Financial, LLC

WaterRock Financial specializes in comprehensive financial planning, investment management, and philanthropic guidance for individuals and families.

We seek to empower generous people to enjoy life with open hands and impact the ones they care about. The majority of our clients look to us as their primary point of contact to help coordinate their entire financial situation. This includes both designing and implementing their financial plan. We work closely with their attorney, accountant, banker, insurance agent, and other financial profession

als. Helping coordinate the “team” enables us to build the type of long term relationship that we believe provides the most value to each of our clients. Required Disclosures:
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org, www.sipc.org. WaterRock Financial, LLC is a separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

06/30/2022

Many people want investments to reflect their values - making a difference for their future and the world around them. Our Values & Impact Portfolio reflects a commitment to traditional values and long standing ethical principles. Within this approach, fund managers use one (or more) of three values-based investing strategies: Embrace, Engage, or Avoid.

To read more, follow this link:https://waterrockfinancial.com/wp-content/uploads/2022/06/Invest-to-Make-a-Difference-1-05299556.pdf

LPL Compliance tracking #1-05299556

05/20/2022

We are excited to announce that Ryan Johnson has joined our team at WaterRock Financial! Ryan will serve our clients as well as assist with charitable impact strategies. His prior experiences and passion for generosity make him a great fit with our firm. Please join us in welcoming Ryan to the team!

03/31/2022

Are you ready to plan for the future while maintaining your heart for generosity and contentment? Our financial planning process helps people move toward financial contentment by asking: "What is your purpose?" Then we begin a process to discover your values and strategize to achieve goals with the resources you have.

If you would like to take the next step toward generosity and contentment, schedule a call or meeting with us here: https://waterrockfinancial.com/contact/

01/18/2022

We enjoy helping clients invest in companies that create value rather than extract it, that promote health rather than addiction, and that pursue the common good. We believe it is possible to create long-term financial value by investing in companies that contribute to the wellbeing of others.

If you would like to learn more about our values-based investing strategies, please contact us at: https://waterrockfinancial.com/contact/

12/27/2021

You are in this world for a very important purpose. By defining your "why" and integrating this purpose into your long-term financial plan, we can help you transform success into a truly significant life. To learn more, schedule a call or meeting with us here: https://waterrockfinancial.com/contact/

12/10/2021

It's here! We're proud to present "Outlook 2022: Passing the Baton" which offers market insights for what investors might expect in the economy, stocks, and bonds at the beginning of 2022. Take a moment to check out this presentation on the markets and global economy.

You can access our digital version here: https://waterrockfinancial.com/resources/

11/10/2021

Generosity and Contentment - they grow together. Our financial planning process helps you move toward financial contentment by asking: "What is your purpose?" Then we begin a process to discover your values and strategize to achieve your goals with the resources you have.

If you would like to take the next step toward generosity and contentment, schedule a call with us here: https://waterrockfinancial.com/contact/

11/04/2021

Happy work anniversary to Jeff Rotz. Jeff has become an integral part of our WaterRock Financial, LLC team during his first year with us. Thank you, Jeff!

10/15/2021

Did you know your investments can make returns while also contributing to end human trafficking and modern slavery? One of our values-based investment strategies is to pursue corporate behavior change in line with our values. We do this by engaging companies through ongoing dialogue about our values.

Delta Airlines is an example of this type of corporate engagement. Over time, in consultation with engaged investors, Delta has become a leading force in addressing human trafficking in the airline industry.

• Delta has established a human trafficking advisory council, comprised of senior leaders across the company.
• Delta requires training for flight attendants and pilots on recognizing the signs of human trafficking and reporting suspicious scenarios.
• Delta installed signs in airports across the US to raise awareness of human trafficking and to inform the public about trafficking and the National Human Trafficking Hotline.

If you would like to discuss further how to align investments with your values, please contact us: https://waterrockfinancial.com/contact/

If you would like to learn more about this type of corporate engagement, check out this article:
https://www.praxismutualfunds.com/news-and-stories/shareholder-advocacy/2021/investors-engage-delta-air-lines-on-human-trafficking

09/28/2021

You are in this world for a very important reason. By defining your "why" and integrating that purpose into your long-term financial plan, we can help you transform mere success into a truly significant life. To learn more, schedule a call or meeting with us here: https://waterrockfinancial.com/contact/

09/10/2021

Happy work anniversary to Luke Bolton. Luke has been an integral part of our WaterRock team for three years now. Thank you, Luke!

08/17/2021

Generosity grows in the soil of a contented heart. Our financial planning process helps clients move toward financial contentment by asking: "What life purpose are you seeking to accomplish?"

Then we engage a process of discovering your values and strategizing to achieve your goals with the resources you have. If you would like to learn more, schedule a fit meeting or phone call with us here: https://waterrockfinancial.com/contact/

Address

7935 Stone Creek Drive Ste. 110
Chanhassen, MN
55317

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.waterrockfinancial.com/

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