Waterway Wealth Management

Waterway Wealth Management Waterway Wealth Management is an independent financial planning firm providing comprehensive financial planning and asset management.

At Waterway Wealth Management, our mission is to provide direction and leadership to professionals, small business owners and their families. Our commitment is to build and maintain strong relationships and empower clients to focus on what is truly important to them. Our core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respe

ct, family, and faith. Our relationships are built on an understanding of our responsibility to provide timely and resourceful advice based on the client’s individual financial plan. We work together as a team to provide a unique client experience through hard work and dedication.

Three years ago, John Roach joined our team, and we have been stronger for it ever since.As our Chief Operating Officer,...
08/07/2026

Three years ago, John Roach joined our team, and we have been stronger for it ever since.

As our Chief Operating Officer, John brings a wealth of experience, thoughtful leadership, and a steady commitment to helping our team grow and serve our clients well. But what we appreciate most is the person behind the title: a trusted teammate who leads with accessibility, accountability, and genuine care for others.

John, thank you for all you do to keep Waterway moving forward while always keeping people at the heart of the work. Happy three-year anniversary and here’s to many more years of leadership, growth, and Full Living®.

New team member announcement! We’re excited to welcome Nicholas Oldham to our investment team. Nicholas brings valuable ...
06/05/2026

New team member announcement! We’re excited to welcome Nicholas Oldham to our investment team. Nicholas brings valuable experience in portfolio analysis, risk management, and investment research, along with a thoughtful approach to helping clients pursue long-term financial success.

As we continue guiding families on their Journey to Full Living®, we're grateful to add talented professionals who share our commitment to disciplined stewardship and serving clients well.

Welcome to Waterway, Nicholas!

Yesterday we celebrated this guy's birthday in style! But honestly, Dan Michalk is worth celebrating much more than just...
05/28/2026

Yesterday we celebrated this guy's birthday in style! But honestly, Dan Michalk is worth celebrating much more than just one day year. He's our fearless leader — our mentor, strategic coach, visionary, and mostly our valued and trusted friend. If there's anyone who's a walking, talking textbook example of Full Living, it's Dan! Thanks for being awesome.

International conflicts feel distant until they hit us in the wallet! For Dan Michalk, it was a stop at the gas pump th...
05/19/2026

International conflicts feel distant until they hit us in the wallet! For Dan Michalk, it was a stop at the gas pump that sparked a bigger reflection on inflation, interest rates, market volatility, and what may lie ahead for investors in the months to come. Read more of Dan's insights in his latest blog post: https://waterwaywealth.com/higher-for-longer/

At Waterway, we are constantly striving to stay on the cutting edge of planning and investing. That’s why we’re proud to...
05/15/2026

At Waterway, we are constantly striving to stay on the cutting edge of planning and investing. That’s why we’re proud to congratulate Daniel Trgovich, CFA, CAIA, on earning the Chartered Alternative Investment Analyst (CAIA) designation from the CAIA Association.

This globally respected certification reflects advanced expertise in alternative investments and a deep commitment to understanding the evolving financial landscape on behalf of the families we serve. For our clients, this means another level of care and expertise in private equity, private credit, real assets, hedge funds, and other sophisticated portfolio strategies.

Well done, Dan T. We are grateful for the dedication you bring to the Waterway team and our valued clients every day.

Full Living is not something we just talk about. It is something we strive for in the lives we touch and the communities...
04/17/2026

Full Living is not something we just talk about. It is something we strive for in the lives we touch and the communities we serve.

Last night, we were honored to support Meals on Wheels Montgomery County at their gala event, "A Night in Nashville." They are among our favorite community partners because their work reaches far beyond a delivered meal. They serve hundreds of homebound seniors across our community with nutrition, transportation, and meaningful human connection.

This is such a worthy use of our time and resources— to share what we have been given to care for others, to strengthen relationships, and to make sure no one is overlooked.

We are honored and grateful to stand alongside Meals On Wheels Montgomery County. 340,000 meals delivered to seniors in fiscal year 2025! Well done, friends!

Today, we’re celebrating Kristen Cardoza and her 8-year anniversary as Executive Assistant to the CEO at Waterway Wealth...
04/09/2026

Today, we’re celebrating Kristen Cardoza and her 8-year anniversary as Executive Assistant to the CEO at Waterway Wealth Management.

Kristen plays a unique and vital role in the life of our firm. She brings order to complexity, and a calm and thoughtful presence in the office. She is often the first voice people hear when they call on the phone, and the first smile that welcomes them when they walk through our doors. That consistency, warmth, and care set the tone for the entire Waterway experience.

We’re incredibly grateful for Kristen and the trust she’s built over the past eight years. Join us in celebrating her work anniversary.

Join us in celebrating Ross King and his 2-year anniversary with Waterway Wealth Management.Ross brings a rare depth of ...
04/02/2026

Join us in celebrating Ross King and his 2-year anniversary with Waterway Wealth Management.

Ross brings a rare depth of expertise to his role as Senior Financial Planner, with a background that spans accounting, taxation, and law. Ross is a CERTIFIED FINANCIAL PLANNER™, a CPA in Texas, and a licensed attorney—credentials that reflect both his discipline and his commitment to serving clients at the highest level.

But beyond the résumé, what stands out is how Ross applies that knowledge. With over a decade of experience in wealth management, he helps clients navigate complex financial decisions with clarity and confidence... bringing structure to complexity and insight to every conversation.

We’re grateful for Ross, the perspective he brings, and the trust he continues to build with the families we serve. Congrats on this milestone!

One year in, and already making a meaningful impact! Today, we’re celebrating Lauren Baisch and her first anniversary wi...
04/01/2026

One year in, and already making a meaningful impact! Today, we’re celebrating Lauren Baisch and her first anniversary with Waterway Wealth Management.

As a Relationship Manager, Lauren plays a key role in both welcoming new clients into the Waterway experience and supporting the day-to-day needs that keep everything running smoothly. She brings a thoughtful, attentive approach to her work; serving clients with care while also strengthening our operations behind the scenes.

We’re grateful for Lauren and the steady momentum she’s building as part of our team. Join us in celebrating her first year!

Seven years of consistency, precision, and quiet excellence. Today, we’re celebrating Aaron Hoge and his 7-year annivers...
04/01/2026

Seven years of consistency, precision, and quiet excellence. Today, we’re celebrating Aaron Hoge and his 7-year anniversary with Waterway Wealth Management.

As our Senior Operations Associate, Aaron brings more than 25 years of experience in customer service, operational efficiency, and compliance. He operates behind the scenes, but his impact is felt in every client experience. He helps create the clarity, order, and reliability that allow our advisors to serve with confidence—and our clients to move forward with peace of mind.

We’re grateful for Aaron’s steady leadership and the standard he sets every day.
Join us in celebrating seven years.

Address

21 Waterway Avenue, Ste 500
The Woodlands, TX
77380

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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