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.
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.
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 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.
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.
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.
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 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.
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