Waterworth Wealth Advisors, LLC

Waterworth Wealth Advisors, LLC Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Waterworth Wealth Advisors, LLC is not affiliated with Kestra IS or Kestra AS. Kestra Financial does not provide tax or legal advice. This page is published for

residents of the United States only. Registered Representatives and Investment Adviser Representatives of Kestra Financial may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

06/23/2026

See how 529 plans stack up against other college savings options.

Happy Father's Day! Celebrating the fathers whose lessons in hard work, integrity, and responsibility continue to influe...
06/21/2026

Happy Father's Day! Celebrating the fathers whose lessons in hard work, integrity, and responsibility continue to influence generations. Thank you to all the dads who lead by example.

06/13/2026

Tea or coffee? Cream and sugar? Sparkling or still? Need a soda fix?

Your choice of drink is always waiting.

When you’re here, have a drink and make yourself at home.

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Mid-year is the perfect time to pause, reset, and realign.Take a step back and ask: Is your financial plan still aligned...
06/10/2026

Mid-year is the perfect time to pause, reset, and realign.

Take a step back and ask: Is your financial plan still aligned with your goals? A mid-year wealth check-in isn’t about starting over, it’s about making intentional adjustments so the second half of the year works even harder for you.

Refocus. Rebalance. Finish strong.

Whether you’re here for a review meeting, a first-time consultation, or simply stopping by, we want you to feel complete...
06/04/2026

Whether you’re here for a review meeting, a first-time consultation, or simply stopping by, we want you to feel completely at home from the moment you walk through our doors. Have a seat, grab a beverage, and make yourself comfortable.

What’s in your travel safety plan this summer?From travel insurance and emergency savings to credit card benefits, a lit...
06/02/2026

What’s in your travel safety plan this summer?

From travel insurance and emergency savings to credit card benefits, a little preparation can go a long way. Making sure you’re covered helps you focus on what really matters; enjoying the trip.

Where are you headed this season?

Wealth isn’t just numbers on a balance sheet. It’s peace of mind, time well spent, and the freedom to enjoy life beyond ...
05/28/2026

Wealth isn’t just numbers on a balance sheet. It’s peace of mind, time well spent, and the freedom to enjoy life beyond the workday. Because real wealth shows up not only in what you build, but in how you live, on the clock and off.

05/27/2026

Life after a liquidity event isn’t the finish line, it’s the start of a new chapter. Once the deal closes, the focus shifts from ex*****on to strategy: managing new capital, reassessing priorities, and deciding what the next phase of your professional and personal life looks like. Whether it’s evaluating new opportunities, structuring long-term plans, or simply creating space to think clearly, the post-exit period demands intention. Our latest blog breaks down the key financial and personal factors after a liquidity event.

https://www.waterworthwa.com/life-after-a-liquidity-event-the-personal-and-financial-changes-business-owners-dont-expect/

Today, we honor and remember the brave men and women who gave their lives in service to our country. We are grateful for...
05/25/2026

Today, we honor and remember the brave men and women who gave their lives in service to our country. We are grateful for their sacrifice and the freedoms they protect.

Address

1225 South Main Street, Suite #103
Grapevine, TX
76051

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18174109000

Website

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