WaterOak Advisors

Scott Macaione, CFP
WaterOak Advisors is a Fee-Only independent advisor counseling wealthy families and businesses for over 20yrs. We currently provide guidance on approximately $1.7 Billion of client assets as of our last SEC filing on March 21, 2017. We provide financial and tax planning guidance through our CFP® Certificants and IRS Enrolled Agents. The combination of our investment management expertise and planning guidance has gained our firm recognition from several independent organizations including Barron's Top 100 Independent Advisor List (2016, 2015, 2014, 2010, 2009 & 2008), Forbes list of America's Top 100 Wealth Advisors (2016) and Financial Times 300 Top Registered Investment Advisers List (2016, 2015 & 2014) . We encourage you to visit to our website at www.wateroak.com for additional information or call us at .

Website

(407) 567-2956

Specialties

Your name

Your location?

Suggestions will appear as you type. Example: Cary, NC.

How can we help you?

Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Are you shopping around?

Yes

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!

Optional, but recommended. An email is required if a phone number is not provided.

Phone #

Optional, but recommended.

WaterOak Advisors / Financial Advisor in Winter Park, Florida

Specialties