Waterview Wealth Planning (WWP) was established to provide independent, personalized financial and wealth transfer advisory services for high-net worth individuals with taxable estates and sophisticated financial and wealth transfer planning needs. WWP was founded by Mary Freeburg, CFP®, CPA/PFS in 2023 after decades in the public accounting, family office and trust company industries.

Whether you engage WWP for comprehensive financial planning services, to help you better implement and understand your complicated wealth planning, or to simplify your financial life, you can expect to feel safe and empowered to make informed financial decisions with our knowledgeable guidance.

With WWP services, you will significantly increase the likelihood of accomplishing your highest priority financial goals efficiently.