Taking a Client-Driven Approach to
Wealth Management.
Ready to Make a Difference?
Do you have a passion for making the financial dreams of your clients a reality? Are you interested in making a lasting impact that improves lives and protects families? Do you believe that wealth isn’t generated overnight but through hard work and dedication?
If so, we want to hear from you.
At Edgewater Family Wealth, our name says it all. We believe in taking a family-first approach to wealth management that helps to empower our clients to grow their wealth and expand their legacies for generations to come. Our advisors offer no-nonsense investment advice focused on sustained long-term growth that enables clients to meet their financial goals.
If you’re driven to succeed and ready to take your career to the next level, Edgewater is the place for you.
Our Approach
Balance
Balance is essential in everything that we do. From working to achieve our clients’ goals to the time spent with family and friends, striking the right balance enables us to find success in our professional and personal lives. We make it a priority for our team members to have the ability to spend their time where it matters most.
Dedication
Our clients place enormous trust in us, and we return that trust by remaining dedicated to continuously protecting their interests and legacies. The client always remains the focus in every recommendation as we help guide them through the decisions made today towards a safer and more secure future.
Improvement
We never stop learning or lose the desire to continue growing and expanding our capabilities to better meet our goals. We don’t hesitate to ask questions or take new approaches to familiar situations. We strive to always do better for ourselves and our clients.