Meet our Expert Advisors
Mr. Chatmas previously held the position of Senior Vice President, Private Client Group, with Smith Barney in their world headquarter office in NYC during the early 90’s. In 1999 Mr. Chatmas agreed to head a team for Morgan Stanley’s Private Client Group in Dallas, Texas. In 2005 Mr. Chatmas founded Caddie Central Inc, which would become the second largest company of its kind. The Chatmas family ultimately sold Caddie Central to Troon Golf. In 2011 Mr. Chatmas assumed the role of CEO for Virtus Private Wealth. He then acquired the controlling interest in 2012 and rebranded the firm as Waterloo Capital Management.
We do it just a little bit better
Listen and Identify
Everyone has a unique situation and different goals. Our goal is to understand your needs and implement the best plan of action to help you succeed.
You have defined your needs and wants, now how do you get from point A to B? Ideal plan design. Our knowledge and access to comprehensive solutions encompass all aspects of planning and leave no stone unturned.
Implementation of Solutions
We do not stop at plan design. We possess all the tools to implement whatever strategies we present to accommodate your needs. A plan is an abstract idea until it becomes tangible with proper implementation and administration.
Monitor and Repeat
As the years progress and life changes happen, we are by your side to adjust the plan as needed. We stay on top of market, taxation, and current events to ensure your plan is optimized!