Waterway Wealth Management

Team Waterway Wealth Management was honored to present a donation to the Montgomery County Food Bank. We’re proud to support an organization making a huge impact in our community. Did you know that just $1 can provide up to 5 meals for those in need? Last year, the Food Bank distributed 11 million meals, helping thousands of families facing food insecurity. We’re also excited about their “Build Today, Feed Tomorrow” capital campaign, which will expand their facility to meet the growing needs of our community! Together, we can fight hunger, support growth, and build a healthier, stronger Montgomery County! #WaterwayWealthManagement #CommunitySupport #MontgomeryCountyFoodBank #BuildTodayFeedTomorrow #GivingBack #TeamWaterway #EndHunger #FullLiving

In the third video of our special series honoring Dan’s 30th year in the financial industry, Mark shares heartfelt insights into Dan’s dedication and the genuine care he shows in handling his family’s financial journey and what a lasting impact it’s had on his family. It’s more than financial planning — Watch how trust, friendship, and expert guidance have shaped their relationship over the years. #WaterwayWealthManagement #30YearsOfExcellence #FinancialWisdom #TrustedAdvisor #CelebratingSuccess

Our celebration of Dan Michalk’s 30th year in the financial industry continues as we hear from Pastor Chuck, Dan’s longtime friend and client. Reflecting on their journey together. Pastor Chuck shares memories of first meeting Dan as a 24-year-old and recognizing his genuine kindness. From the beginning, Dan has been as dedicated to the relationships with his clients as he is to his work. Watch to see how he’s made a lasting impact over the years, and how his character has truly defined Waterway Wealth Management.    #30YearsStrong #WaterwayWealthManagement #FullLiving #Relationships

Honoring all who served 🇺🇸. Thank you, Veterans, for your courage and dedication. We’re forever grateful for your service! #VeteransDay #ThankYouVeterans #WaterwayWealthManagement

Did you know the Montgomery County Food Bank is expanding to better serve the basic nutritional needs of people in our community? We are grateful for Jim Wolf, Board Chairman, for the invitation to tour their existing facility and to get a preview of their expansion now under construction. Dan toured with Jim yesterday and came back inspired to support the MCFB, so that more people can experience full living with food on the table. Want to learn more? Reach out to Jim, the Montgomery County Food Bank or visit: https://mcfoodbank.org/

Join us as we celebrate Dan Michalk’s 30th anniversary in the financial industry. To celebrate this milestone, we're kicking-off a series of video reflections from Dan, his wife Lisa, and some close friends. As you'll learn in this video, Dan's career trajectory shifted almost as soon as it began! And how thankful we are that Dan made the move when he did. We've all benefitted from the uncertainty of his three-decades-long journey marked by dedication, expertise, and building relationships with people every step of the way. #30yearsstrong #waterwaywealthmanagement #fullliving #milestonemoments #buildingrelationships

Yesterday, we had a fantastic volunteer day with the amazing kids of Waterway Wealth Management. We spent the morning decorating and stuffing breakfast bags for Meals on Wheels Montgomery County, a wonderful organization that serves our local seniors. After lunch, we had a blast with some glow-in-the-dark putt-putt golfing fun! It was a day full of smiles, family, teamwork, and giving back to our community. #MealsOnWheels #GivingBack #VolunteerDay #PuttPuttFun #FullLiving #WaterwayWealthManagement #KidsofWaterwayWealthManagement

It was an incredible time this past Friday volunteering at the Meals on Wheels Montgomery County 2024 Great Pumpkin Shoot at Able's Sporting in Huntsville! Waterway Wealth Management was proud to be the golf cart sponsor and to have a team taking aim at senior hunger. It was a day full of fun, clay shooting, and camaraderie, all in support of a great cause—helping deliver hot meals to seniors in our community. Thank you, Meals on Wheels, for everything you do for Montgomery County! #MealsOnWheels #GreatPumpkinShoot #TakingAimAtSeniorHunger #CommunitySupport #WaterwayWealthManagement #FullLiving

What began as a friendship between neighbors has grown into a fully formed support system for Jeff and Becca. As busy business owners, they were hyper focused on planning for retirement, but our team at Waterway Wealth Management was able to help expand their perspective to see a broader, holistic view of their financial plan.  #ClientSuccess #FullLiving #WaterwayWealthManagement

Celebrating August Team Member Anniversaries at Waterway Wealth Management. A big shoutout to Yvonne Allen (13 yrs) and John Roach (1 Year) Thank you for your contributions and energy! Here’s to many more years of success together! #TeamAppreciation #WorkAnniversary #WaterwayWealthManagement #FullLiving