Empowering generous people 
to enjoy life with open hands 
and impact the ones they care about.

Our Purpose

Many individuals and families who are charitably inclined are able to do more when they have confidence and clarity surrounding their financial decisions.

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We guide our clients with financial wisdom to:

INVEST with purpose.

LIVE with significance.

GIVE with intention.

SERVICES

We specialize in the following areas of expertise:

Investment
Management

Wealth & Legacy
Planning

Philanthropic
Guidance

Our Process

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Their Story

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.

Are you ready to take a step toward clarity and confidence in your financial life?

Schedule a complimentary “fit meeting” or phone call with us today.

We look forward to speaking with you.

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