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“I Got A Guy: A Guide to Working with a Financial Advisor” by M. Scott Brown.
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Time is Your Most
Valuable Commodity
Not everyone has a healthy attitude about investing. Some trust no one, hold on too tight, and feel the need to vet every single detail before they can make a decision. Others are looking to fast track their way to wealth, but lack the discipline and patience to get there.
A healthy approach to investing is one that aligns trust, time, and experience.
Trust in a partner to manage your money the way you wish you had the time and experience to do on your own.
OUR SERVICES
We’ve Never Made Anyone Rich
At Edgewater Family Wealth, we believe in the idea that people with wealth achieved their status due to their own hard work and determination. No matter your profession, the wealth you do or do not have is a direct result of your actions.
Cash Management
It’s your money. You should have access to cash without jumping through hoops or waiting until markets open. The management of cash and access to quick liquidity remain part of any responsive financial planning strategy. We ensure you can deal with any contingency requiring convenient cash access.
Philanthropy
The most successful people also give the most, as a natural connection exists between giving and receiving. We help you identify areas where your financial contribution can make an outsized impact and provide advice on thoughtfully giving. We’re committed to helping you give back.
Value Added Services
We understand you have many questions, so we’re here to talk. We’ll help you explore all available investment options and provide insights on which fit your financial strategy. You won’t have to track us down or wonder why we never reach out. Our team takes a proactive approach to keeping our clients up-to-date on the state of their portfolios and scheduling regular meetings to discuss strategy or just catch up. We’re here when you need us.
Retirement Planning
Retirement happens fast. One minute you’re starting a career, the next, you’re wondering where the time went and whether you’re prepared for what comes next. Each decision matters and contributes to your ability to transition into retirement comfortably. Our team’s focus on developing sound retirement strategies allows us to advocate for our clients, so you can feel confident that you and your family will be taken care of for years to come.
Wealth Management
What does wealth management mean to you? At Edgewater, we believe the process involves more than just moving assets in and out of a portfolio. It’s about maintaining a meaningful dialogue where questions are answered and explanations for every action are provided. It means taking a holistic approach that addresses all of your needs, not just managing your money.
Risk Management
How do we minimize fear about the unknown while maximizing positive feelings about long-term planning? A diversified portfolio is only one step you can take to lower risk and ensure sound financial footing. Life and long-term care insurance offer additional protection levels that help shield loved ones and your estate from the impact of unexpected events. We’re here to explore all possible solutions to help give you peace of mind.
Tax Planning
Many people approach taxes as something that needs doing rather than as a way to save money. With proper planning, the right tax strategy can help to minimize your tax liability. Our process includes working with you and your tax professional to develop a customized plan to help you achieve the most tax-efficient outcome possible. No one denies that taxes are a hassle, but they don’t need to be a burden when done right.
Estate Planning
Estate planning is about protecting your loved ones and ensuring that what you’ve built will continue on for generations. Our team of financial advisors works to identify potential registration oversights and avoidable missteps that result in costly mistakes that threaten to undermine what you leave behind. You’ve worked hard to maintain and grow your estate. Don’t take any chances with how your legacy lives on.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
SCOTT BROWN AND THE EDGEWATER FAMILY WEALTH TEAM
We Can’t Make You Wealthy… That’s Up to You
At Edgewater Family Wealth, we’re not your typical financial advisors. – our services are geared towards families with investable assets of $500k- $20M+, we use a common sense approach to investment advice. While we can’t make you wealthy overnight, our team of advisors will focus on the goals outlined in your plan and continue working towards your financial future. We’re not an 800-number and we’re certainly not robo-advisors run by algorithms.
TRUSTED PLANNING
Who We Serve
Edgewater Family Wealth specializes in providing trusted financial planning advice to individuals with between $500k and $20+ million in investable assets.
We get to know you and your goals, and apply hard work and dedication striving to help you reach them.
Business
Owners
Our team will design a plan that will help you achieve your retirement goals, analyze your business to ensure a smooth transition or sale, and assist with managing your family enterprise.
$250k+ in
Retirement Assets
We provide a dedicated client service team to review your current investments and create a personalized portfolio. Our team will analyze your current and future needs and recommend the optimal retirement strategy to work towards your goals.
High Net Worth
Individuals
Our focus on retirement gives you the expertise needed to help preserve your principal, grow your retirement income, and protect your lasting legacy.
Ready to Meet Your Investment Goals?
Stop hoping you’ve selected the right financial strategy and get the answers needed to help meet your investment goals. Schedule a complimentary introductory call with a financial advisor to receive some of the no-nonsense investment advice we’re known for at Edgewater Family Wealth. Our complimentary consultation will offer insight on:
- Developing a sound retirement strategy
- Assessing your financial assets
- Setting an investment goal
- Developing a plan to help achieve that goal
Schedule Your Consultation Today!
Fill out the form below to schedule your introductory call with an Edgewater advisor.
Unrefined Thoughts from an Unrefined Advisor
Scott Brown,
Financial Advisor
Shoot Straight
“The more jargon a person uses, the less likely they know what they’re talking about. They want to confuse you so you don’t ask any questions.”
Know You Don’t Know
“I understand that people want to have absolute knowledge; they’re just barking up the wrong tree when it comes to investing.”
Find the Right Fit
“Look for an advisor who is willing to spend time with you, who is writing down what you say, who is really paying attention to your concerns, rather than just waiting to show you a brochure.”
Empower Others
“Accumulating wealth is the opposite of what most people think. It’s not scrimping and saving. It’s building, growing, and empowering the people on your team, and in your life.”
Time and Peace of Mind
One Process
The “Fit” Meeting
Empowering You
Investment planning isn’t some unknowable concept that only a financial advisor can understand. It’s a collaborative process where an advisor helps to guide the client in finding the right investments to match their financial goals. You should never have to take the word of an advisor that the right decisions are being made with your money. We empower our clients to participate in the process by providing them with the timely information required to make informed investment decisions.
We Support Your Journey
Markets fluctuate, and investment values change. Every investor faces moments when they don’t know what move should come next. We’re here to provide answers to your questions when you need them the most. From implementing the latest technology into our practices to our one-on-one individualized client experience, the team at Edgewater is here to provide continuous support to our clients throughout their financial journey.
