Waterloo Way

We are Waterloo Capital, an SEC-registered investment advisory firm and fiduciary, always acting in the best interest of our clients. At Waterloo, our focus and commitment to our clients is to help them accomplish their specific goals and objectives.

Waterloo Capital is a collaborative team of experts bringing dedicated solutions to high-net-worth and institutional clientele.

Meet the Team

Dustin Eldridge

Dustin Eldridge

Director of Planning & Family Office Services

With over a decade of experience working with some of the wealthiest families in America and being a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) professional, Dustin is highly sought after by NFL players with the hunger to learn how join an elite group of wealth – the generationally wealthy.

Through his multi-family office, TEAM Private Wealth Management, Dustin teaches NFL and College Football players how to leverage their football careers to achieve their vision of Financial Freedom, allowing them to build generational wealth and bring true change back to the communities they are a part of.

Prior to founding TEAM PWM, Dustin was a Director of Client Advisory at Tolleson Wealth Management, a leading provider of family office services to ultra-high net worth families. He was the primary advisor for clients who built and sold successful businesses, providing custom, comprehensive wealth management solutions. Dustin’s expertise in all areas of wealth management, specifically business, tax and estate planning, helps families manage, maintain and grow their wealth across multiple generations.