Waterway Wealth Management

Leading well and serving others — you do it well with or without the bow tie! Dan Michalk, CFA, CFP®, ChFC

On Friday we were honored to serve as a Children’s Advocate Sponsor at the Childrens Safe Harbor Capital Campaign Luncheon. This mission is especially meaningful to our team. Dan Michalk, CFA, CFP®, ChFC and Lisa Michalk have been passionate advocates since its inception, working to ensure that abused children in Montgomery County have a safe place to seek justice, heal, and tell their story. Congratulations to Robert and Kim Marling, this year’s luncheon honorees, and thank you to keynote speaker Mary Nan Huffman, Houston City Council Member, for shining a light on this vital cause. #CommunityMatters #ChildAdvocacy #MontgomeryCountyTX #WaterwayCares #ChildrensSafeHarbor #JourneytoFullLiving

Today, we’re proud to celebrate Annie Hames’ 10-year anniversary as a Senior Financial Planner at Waterway Wealth Management! Over the past decade, Annie has been a steady and trusted guide to so many of our clients, helping them navigate complex decisions with clarity, care, and wisdom. Her depth of experience, relational approach, and commitment to our mission have shaped the way we deliver the Journey to Full Living® and made a lasting impact on our team and the families we serve. We’re incredibly grateful for Annie’s leadership and the example she sets every day. Here’s to a remarkable 10 years—and the legacy she continues to build with every client conversation. Join us in celebrating Annie’s milestone. #JourneytoFullLiving #WorkAnniversary #TeamWaterway #TenYearsStrong #FinancialPlanningLeadership

The Waterway team was pleased to serve as a Platinum Sponsor of The Woodlands Area Economic Development Partnership's Elected Officials Reception, held last night. We salute all our elected officials who represent The Woodlands Area across local, state and national levels, and who work in the best interest of our businesses, communities and families. (And of course... of all elected officials in attendance, we are partial to Judge Lisa Michalk — fierce defender of justice in the 221 District Court AND wife of our Principal, Dan! Lisa, you're forever Dan's "favorite elected official.")

Today, we’re thrilled to celebrate Ariel’s one-year anniversary as an Associate Financial Planner at Waterway Wealth Management! Over the past year, she has demonstrated incredible dedication, professionalism, and a true passion for helping clients navigate their financial journeys. From building strong client relationships to contributing valuable insights to our team, Ariel has made a meaningful impact in just 12 months. We’re grateful for her hard work and excited to see her continue to grow and thrive in the years ahead! Join us in congratulating Ariel on this milestone! 👏🎉 #JourneytoFullLiving #WorkAnniversary #TeamWaterway #OneYearStrong

Today, we’re thrilled to celebrate Ariel’s one-year anniversary as an Associate Financial Planner at Waterway Wealth Management! Over the past year, she has demonstrated incredible dedication, professionalism, and a true passion for helping clients navigate their financial journeys. From building strong client relationships to contributing valuable insights to our team, Ariel has made a meaningful impact in just 12 months. We’re grateful for her hard work and excited to see her continue to grow and thrive in the years ahead! Join us in congratulating Ariel on this milestone! 👏🎉 #JourneytoFullLiving #WorkAnniversary #TeamWaterway #OneYearStrong

Cold Start-2025 The year has begun with chilly weather—and an economy adjusting to shifting market conditions. Just as an engine needs time to warm up, strategic planning is key to staying on course. In our latest blog, we explore key economic insights and how thoughtful financial decisions can turn uncertainty into opportunity. Stay focused on your Journey to Full Living® and move forward with confidence. https://lnkd.in/gHTycn9Y #FinancialPlanning #EconomicInsights #WaterwayWealthManagement #JourneyToFullLiving

Time flies when you're making a difference! Join us in congratulating Kewanna Thomas, MLS on an incredible first year with Waterway Wealth Management. Her dedication, expertise, and commitment to our clients have been invaluable. Here's to all you've accomplished in your first year and to many more successful years ahead! #JourneytoFullLiving #WorkAnniversary #TeamWaterway #OneYearStrong

As 2024 comes to a close, we’re excited to share the final video celebrating Dan Michalk’s incredible 30th anniversary in the financial industry. See Dan’s close friend, Dave, share a heartfelt reflection of personal stories and insights into the lasting legacy Dan has built over the past three decades—both professionally and personally. Cheers to Dan’s remarkable journey and to closing out this year of Full Living with gratitude and celebration. Congratulations, Dan, on an extraordinary 30 years! #30YearsOfExcellence #CelebratingDan #FinancialLegacy #FullLiving #WaterwayWealthManagement

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