Welcome to Watershed Wealth Management

At Watershed Wealth Management, you are at the heart of everything we do.

Whether you’re preparing for life’s next chapter, building a legacy for your loved ones or seeking greater peace of mind for the future, we are dedicated to helping you navigate the complexities of financial planning. Our mission is to simplify your financial journey, so you can focus on achieving your goals.

Empowering You to Move Forward

Life is full of financial challenges that can feel daunting—especially when the decisions you face don’t come with a clear roadmap.

From planning for education expenses to minimizing estate taxes or ensuring a smooth transfer of wealth, each step deserves careful attention and professional guidance. That’s why we take the time to understand your story, your priorities and your unique goals.

With personalized financial planning that’s tailored to what’s important to you, we can help you move forward with confidence.

A Relationship Built on Trust

You’re not just looking for financial advice—you’re looking for a partner who listens, evolves with you and stays focused on what matters most. We’re here to walk alongside you every step of the way, and we believe in collaboration, transparency and building relationships that last.

Simplifying Your Financial Life

Working with us is about more than just creating a strategy—it’s about helping you feel more informed and confident in your financial decisions. We welcome new clients and look forward to helping you bring your financial vision to life.

A Legacy of Experience

Watershed Wealth Management was founded in 2023 as a firm dedicated to financial planning for individuals and families. Our origins trace back to Contemporary Benefits, LLC, where Derek began his career in 1996. Watershed professionals bring over four decades of combined experience in employee benefit plans and wealth management to our clients.

Our objective is to provide integrity, personalized service, and innovative financial strategies to support your goals and build lasting financial security.