Resources
LPL Research Midyear Outlook 2023: The Path Toward Stability delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the second half of 2023. To learn more, check out the interactive online version (Click Here), or download a PDF copy below.
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Past Events
Raising Generous Kids Webinar – Feb 22, 2022
I Still Believe – Pre-Release Movie Event
Videos
WaterRock Introduction
Danny Wuerffel Leadership Presentation
Life in a Box
Socially Conscious Investing
War for Your Wallet
Business Planning
WaterRock Financial is a boutique wealth management firm based out of Chanhassen, Minnesota. We serve clients whether they live near the Minneapolis-St Paul, MN area or across the country. We specialize in comprehensive financial planning and investment management for individuals and their families.
Our mission is to counsel clients about the purpose of money and help them steward financial resources wisely so they can live with significance, while investing with purpose and giving with intention.
Documents
Links
Disclosure:
The information being provided is strictly as a courtesy. These individuals or outside entities are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information, and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.