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.

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.

Teaching financial literacy early allows the next generation to understand how money works and how wealth is built befor...
05/23/2026

Teaching financial literacy early allows the next generation to understand how money works and how wealth is built before habits are formed. Building confidence, responsibility, and smarter decision making along the way. When children learn to save, spend thoughtfully, and understand long term growth, they’re better prepared for real world choices later in life.

When spending is off the table, thoughtful planning takes center stage. Every dollar becomes a decision, not a purchase,...
05/18/2026

When spending is off the table, thoughtful planning takes center stage. Every dollar becomes a decision, not a purchase, so you can align your money with what matters most. It’s not just about saving; it’s about structuring a plan you can stick with, so your goals feel clear, doable, and real.

From graduation day to the work we’re proud to do today. These throwbacks remind us that every journey starts somewhere....
05/13/2026

From graduation day to the work we’re proud to do today. These throwbacks remind us that every journey starts somewhere. Congrats to the Class of 2026!

Celebrating moms today and always. Thank you for all that you do!
05/10/2026

Celebrating moms today and always. Thank you for all that you do!

A large tax refund can be a helpful indicator that there’s room to review and fine-tune your tax strategy. Small adjustm...
05/01/2026

A large tax refund can be a helpful indicator that there’s room to review and fine-tune your tax strategy. Small adjustments throughout the year can help keep your plan aligned with your goals and cash flow needs. If you’re curious whether a review makes sense, a conversation can be a great place to start.

04/28/2026

A Tiered Investment Strategy

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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