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25 Indian Rock Road, Suite 23, Windham, NH 03087

(603) 898-3028
timothy.skwiot@prudential.com
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Guiding you towards your view of financial independence

We provide professional guidance and personalized strategies to help you pursue your personal and family goals, ensuring you enjoy a clear and tranquil financial journey.

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What We Do
Guidance Built Around You and Your Needs


At Waterview Wealth Management, we aim to address your financial challenges by offering transparent, comprehensive wealth management and insurance solutions. From maintaining your lifestyle in retirement to planning for college and accumulating investments, our personalized service, and tailored portfolio management help you pursue your goals.

Who We Help
Tailored Solutions for Every Financial Goal


We focus on helping a diverse range of clients pursue their financial goals and seek to build their futures.

Goal-Oriented Clients

Goal-Oriented Clients

Focused on pursuing specific financial plans, regardless of asset size.

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Young Professionals

Young Professionals

Growing their careers and planning for their future families.

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Established Families

Established Families

Seeking to accumulate wealth and strategically distribute assets.

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How We Help 
Tailored Guidance and Personalized Strategies

We offer a comprehensive range of services designed to seek your unique financial needs and goals.


Wealth Management and Unique Investments

Personalized portfolio management seeking to grow and preserve your financial assets effectively.


Financial Planning

Comprehensive plans to guide you through every stage of your financial journey.


Tax-Efficient and Unique Investments

Innovative investment opportunities designed with the goal of enhancing returns and mitigating tax liabilities.


Retirement Planning

Pursuing a comfortable retirement with personalized planning and advice.

About Us 
Who We Are

We are dedicated to helping clients pursue their personal and family financial goals with clarity and confidence. Our team, led by experienced professionals, offers personalized, transparent, and comprehensive financial solutions tailored to your unique needs. With a commitment to education and a low-pressure advisory approach, we guide you through every step of your financial journey.

Our Process 
A Structured Approach to
Pursuing Your Financial Goals


Step 1 - Discovery and Goal Setting

We start by understanding your current situation and defining your financial aspirations.


Step 2 - Strategy Development

We create tailored financial strategies designed to pursue your unique goals and circumstances.


Step 3 - Ongoing Monitoring and Review

We regularly review and adjust your plan to ensure it remains aligned with your objectives.

Our Approach 
A Team Dedicated To 
Your Success

Education

We simplify complex concepts with easy-to-understand language, ensuring clients grasp every financial detail effortlessly.

Training

Our seasoned professionals leverage years of experience to provide clients with sound and informed financial guidance.

Transparency

We disclose all fees upfront, ensuring clients receive unparalleled clarity in every aspect of our services.

Outstanding Client Service

Delivering exceptional service consistently since 1996, fostering long-term relationships built on honesty and satisfaction.

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Let’s Take The
First Steps Together

Schedule a meeting with our team and begin your journey with us.

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