Who We Serve
Edgewater Family Wealth specializes in providing trusted financial planning advice to individuals with between $500k and $20+ million in investable assets.
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.
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
Our focus on retirement gives you the expertise needed to help preserve your principal, grow your retirement income, and protect your lasting legacy.
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.
Send Us a MessageThank you for contacting Edgewater Family Wealth. Please fill out the form below, and a member of our team will connect with you shortly.
Office: (407) 648-1881 Fax: (407) 965-3313