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WaterRock Global Asset Management

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5.00 (3 reviews)
Contact Information OUR ADDRESS
29 148th Ave SE
Bellevue, WA 98007

Phone Number
Call (425) 698-1463
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Do you spend more time planning a vacation for your family than you do for your retirement?

Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.

But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. With WaterRock Global Asset Management LLC we can help you plan a financial future that will make you and your family excited for your upcoming years.


Bellevue, Washington
29 148th Ave SE


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Users' reviews


Wanting to change financial advisors.Couldn't recommend him more highly.

Wanting to change financial advisors, I found Adam on the internet. I wanted an advisor that was
local and more personal, as my last one was in another state and in a much larger firm. First, Adam
is committed to my welfare, responsive, available, and CREATIVE. He has found ways to make my
retirement money last longer in ways that I would never have thought of. He has even brought in an
insurance colleague of his to review my policies to find me better coverage for less money. Adam
bends over backward to explain to my non-financial brain just why he is proposing a certain path.
And Adam doesn't make suggestions to make himself money; he makes them to ensure that I have
enough money to last throughout my retirement. Couldn't recommend him more highly.


Adam truly cares about his clients.

Adam truly cares about his clients. He takes the time and effort to make my family and I feel
comfortable with all his decisions. He helped me understand my employer's retirement plan
explaining it to take best advantage of the opportunities. He is takes pride in his work and I am
excited to see his company expand.


I appreciate his candor and his willingness to help.

Adam is an extremely knowledgeable financial consultant who goes out of his way to ensure
compatibility and fit for his clients. He is also creative, intelligent and helpful. I highly recommend
him. He has a variety of offerings available for his clients and even if he cannot help, he will give an
excellent referral for someone who can. I appreciate his candor and his willingness to help.