About Two Waters Wealth Management
Retirement planning built around the decisions that shape life after work.
Two Waters Wealth Management was founded by Jason Rindskopf, WMCP®, RICP®. Our team serves professionals and couples who want a more coordinated conversation about the transition into retirement.
Jason Rindskopf, WMCP®, RICP®
Jason is the founder of Two Waters Wealth Management and creator of the SMART Retirement Blueprint®. His work is centered on helping households organize the questions that arise when retirement changes the role of a paycheck, a portfolio, and the decisions a family makes together.
An experience built around people
Planning is personal. Our team aims to create an experience that makes it easier to ask questions, share priorities, and understand the choices that may shape a retirement transition.
Local and virtual
Two Waters Wealth Management has offices in Huntersville and Hickory, North Carolina, and works with households in the Lake Norman and greater Charlotte area as well as clients who meet virtually.
Questions people ask
What credentials does Jason Rindskopf hold?
Jason Rindskopf holds the WMCP® and RICP® designations. He is the founder of Two Waters Wealth Management and creator of the SMART Retirement Blueprint®.
Who is Two Waters Wealth Management designed to serve?
The firm works with professionals and couples who are approaching retirement or already retired and who want to coordinate the planning questions around that transition.
Continue Exploring
All published articles · Employer resources · Guides and educational tools · Questions Before You Leave Work
- Retirement Vision and Priorities
Almost everyone leads with "Do I have enough?" But that's not the first question. The one that actually matters, the one that almost nobody thinks to ask, is the one that changes everything about how a retirement plan gets built.
- When Should You Take Social Security? Key Questions to Consider
A Social Security claiming decision depends on income needs, health, family circumstances, survivor benefits, taxes, and other individual factors. This article outlines questions to consider.
- Understanding Pre-Tax Retirement Account Tax Questions
Pre-tax retirement accounts can create future tax questions involving distributions, tax rates, Medicare premiums, and beneficiaries. This article outlines educational considerations under current law.
- Understanding Sequence-of-Returns Risk
An educational overview of how the timing and order of investment returns can affect withdrawals and account values. It does not predict an individual portfolio outcome.