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.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
07/22/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
07/20/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Have a kid heading off to college? Here are a few tips.
07/19/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
07/15/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

The average college senior graduates with credit card debt. How will your kids manage money?
07/13/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
07/12/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

What do you need to know when the market experiences volatility?
07/08/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
07/06/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
07/05/2026

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
07/01/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

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

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