Watershed Financial Solutions

Our mission is simple.

Ensure the wealth accumulated in a business or portfolio stays in the hands of the families who created it. Despite injury, illness, or even death, a good plan allows for continued wealth accumulation and passing that wealth smoothly to the next generation.

As portfolio review specialists, we provide clients with a custom retirement analysis. They get a professionally managed and regularly balanced portfolio. Above all, clients gain confidence, peace of mind, and reach their goals without having to chase returns.

Our Why?

Simply, we get satisfaction by helping our clients navigate the waters of life where we see an opportunity to come alongside. There are many challenges to attaining your goals be they health, family, or economic. We would like to help you get there, through rough waters or calm.

Watershed Financial Solutions was formed to assist clients in the much-needed preparation for an uncertain financial future. We strongly believe and implement a holistic approach in our business practices. Any solid approach needs to listen and take the client’s entire situation into account before making any recommendations. Whatever your experience is with money we come alongside to help with income protection, wealth accumulation, legacy building, estate transfer, or business protection. A structured approach will always serve the client best. Our passion is to identify the issues and solve the problems people face when making the necessary decisions to ensure their financial future.

As for our experience, we have worked for large companies on team projects in leadership roles. We know some of the challenges an employee can face at work, in their business, and with family planning. As business owners, we know some of your challenges and have an advisory team who work with us and our clients to give focused advice.

At Watershed Financial Solutions we take a holistic approach to each situation and develop a solution that involves the client fully and will be a tailored response to our meetings, and an educated forecast to minimize risks for the future.

Brian Brotherston, QAFP®, CLU®
Qualified Associate Financial Planner
Owner, Watershed Financial Solutions