Common Sense
Financial Advice

We help people passionate about planning for their future rise above investment myths to build real wealth.

Combined 70+ Years of Financial Advisory Experience
1-on-1 Personalized Service
Passionate About Managing Money

Common Sense
Financial Advice

We help people passionate about planning for their future rise above investment myths to build real wealth.

Combined 70+ Years of Financial Advisory Experience
1-on-1 Personalized Service
Passionate About Managing Money

The Master Speaker Series

Wednesday, March 27th, 2024

We are delighted to extend an invitation to an exclusive Luncheon & Financial Seminar taking place on Wednesday, March 27th, 2024 at Ruth’s Chris Steak House in Winter Park.

The event will commence at 11:00am, allowing you to enjoy a delicious lunch on us and gain valuable knowledge simultaneously.

Please Note: Edgewater Family Wealth’s Events frequently sell out.
Guests we can’t accommodate will have the first opportunity at our next event.

RSVP The Master Speaker Series

Wednesday, March 27th, 2024 • Time: 11:00am - 1:00pm
Ruth's Chris Steak House of Winter Park
480 N Orlando Ave Suite 100, Winter Park, FL 32789






    For additional information, please call our office at (407) 648-1881.

    Unlock Your Financial Potential!

    Discover insights into successful financial planning with our exclusive e-book,
    “I Got A Guy: A Guide to Working with a Financial Advisor” by M. Scott Brown.

    Enter your information below to receive your download and start your journey toward financial clarity and confidence today!



      At Edgewater, we provide the trust and no-nonsense investment expertise to help you achieve your financial goals.

      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.

      At Edgewater, we provide the trust and no-nonsense investment expertise to help you achieve your financial goals.

      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.

      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.

      $750k+ 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

        Wealth management isn’t one size fits all, and finding an advisor you can trust will determine whether financial goals are successfully achieved. At Edgewater, we want you to get to know us so you can decide whether our investment strategy aligns with yours. We may not be the right fit for you, and that’s okay. We aim to ensure you find the right team of investment professionals you will feel comfortable and confident working with.

        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.

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