For someone to confidently enter into retirement, they have to step out of the rip current of our consumer culture and be able to define what “enough” looks like for them. From there they can gain the confidence to step into retirement and focus on what matters most

We encourage clients to first focus on what they truly value in life and what gives them the most joy. Only then, can we effectively build an investment strategy and spending approach that will lead to a fulfilling retirement.

In today’s age of information overload, we help clients focus on what matters most. We provide them with a thorough and objective analysis on their current financial positioning, the lifestyle they can afford to live, and proactive planning stategies

What you end up spending on taxes can greatly affect how much of your savings you and your family get to enjoy. StilWater employs a number of strategies to help clients reduce unnecessary fees an taxes, which empowers clients to enjoy more of their hard-earned savings.