Waterman Wealth Strategies

Waterman Wealth Strategies Comprehensive Financial Services for Individuals and Businesses. Roxanne Waterman has been serving clients for THIRTY NINE YEARS! Waterman & Associates Inc.

Each of our agents has extensive personal and professional experience. Qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. We believe one of the benefits of working with us is

our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our experience to help you pursue your financial goals. Securities offered through Securities America Inc. Member FINRA (www.FINRA.org) /SIPC(www.SIPC.org). Advisory services offered through Securities America Advisors, Inc., Roxanne Waterman, Representative. and the Securities America Companies are not affiliated. Securities America does not provide tax advice. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Securities licensed in the states of: CA, FL, OR, WA

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
06/10/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/08/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. 

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
06/05/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Do your kids have the right stuff for college?
06/03/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
06/01/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
05/29/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
05/27/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
05/25/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Health-care coverage (including Medicare) typically does not cover extended medical care.
05/22/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Address

West Linn, OR
97068

Telephone

+15035246974

Website

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