About

Welcome to Watershed Wealth Management

At Watershed Wealth Management, we believe that financial clarity and confidence are the cornerstones of a successful financial life. Our mission is to simplify your financial journey so you can focus on building a secure future, providing for your loved ones, leaving a lasting legacy, or any other goals.

Helping Clients Reach Their Goals

Managing and balancing everything life throws at us is challenging, but it it is incredibly satisfying when you’re able to overcome those challenges and reach your goals. We aim to help you reach your financial goals, whether that means paying for your children’s college or private school, minimizing or eliminating estate taxes, helping simplify estate settlement for surviving heirs, or any other financial goals you may have. We aim to make our clients’ financial lives simpler and remove as much of the stress of wealth management as possible.

We take a personalized approach to financial planning, recognizing that no two clients are the same. From designing investment strategies to creating comprehensive estate plans, we focus on understanding your unique goals and crafting tailored solutions. Our process is rooted in transparency, trust, and a commitment to delivering exceptional service.

A Legacy of Excellence

Our roots trace back to Contemporary Benefits, LLC, a firm with nearly four decades of experience in employee benefit plans and wealth management. In 2023, Watershed Wealth Management was launched as a dedicated entity to focus exclusively on helping individuals and families navigate the complexities of personal finance. We bring the same principles of integrity, personalized service, and innovative solutions that have defined our history while honing in on the needs of individual clients.

A Partner You Can Trust

We know that financial decisions can feel daunting. That’s why we’re here to walk alongside you every step of the way. Our team values the relationships we build with our clients and strives to provide the clarity and confidence you need to move forward with purpose.

Simplifying Your Financial Life

We would be honored to welcome you as a client and help you define your goals while simplifying your financial journey. We look forward to working together to bring clarity and confidence to your financial future.