Velten Waterhouse Advisors

Velten Waterhouse Advisors We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

Let's make your money work as hard as your did earning and saving it all these years.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/02/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
08/31/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

When was the last time you updated your will?
08/30/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
08/26/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/24/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
08/23/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

U.S. Service Members should consider taking advantage of programs that are available.
08/19/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
08/17/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
08/16/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
08/12/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Address

4875 N Wickham Road Suite 101
Melbourne, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Velten Waterhouse Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Velten Waterhouse Advisors:

Shortcuts

Share

Category