Waterman Wealth Strategies

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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

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
10/09/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

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. 

Even if you’re young and single, you should still consider protecting yourself with insurance.
10/07/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
10/05/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Renter? Think you’re covered by the owner’s insurance? Do a double check.
10/02/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Concerned about the social impact of your investments?
09/30/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
09/28/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

It isn't whether you should have auto insurance - it's what kind you should have.
09/25/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
09/23/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
09/21/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

Address

West Linn, OR
97068

Telephone

+15035246974

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