Disclosures
(in plain English)

Watercolor Financial provides investment management, financial planning, and retirement advisory services. They manage portfolios, monitor investments, and help clients plan for goals like retirement, taxes, and education.

Yes. In most cases, Watercolor manages accounts on a discretionary basis, meaning they can buy and sell investments on your behalf without asking for approval each time. You can request reasonable restrictions.

Yes. Your portfolio is built around your goals, financial situation, and risk tolerance, and is monitored and adjusted over time.

Yes. They are fiduciaries. This is a big deal in the finance world. It means they are legally obligated to put your interests ahead of their own. They can’t push a product just because it makes money for them if it isn't the best choice for you.