Wealth Management

At Edgewater, we believe wealth management is built on trust, transparency, and collaboration. Our goal is to help you feel confident and informed every step of the way.

What You Can Expect:

• Clear, open communication about your investments

• Full transparency in how your assets are managed

• Guidance tailored to your preferred level of involvement

• A dedicated advisor focused on your long-term goals

Risk Management

Protecting your wealth starts with understanding risk. At Edgewater, we help you identify potential threats and build strategies to safeguard what you’ve worked hard to achieve.

Our Approach:

• Diversify assets to reduce exposure to market volatility

• Identify risks tied to your age, profession, and lifestyle

• Create customized plans to mitigate unexpected losses

• Provide peace of mind through proactive planning

Tax Planning

Effective tax planning goes beyond annual filings — it’s a core part of a comprehensive wealth strategy. Our team collaborates with your tax professionals to help minimize liabilities and enhance portfolio efficiency.

Our Focus:

• Reduce overall tax exposure through strategic planning

• Optimize charitable giving and retirement income

• Manage capital gains and asset location for maximum efficiency

• Coordinate seamlessly with your CPA for optimal outcomes

Value Added Services

At Edgewater, we go beyond financial planning by providing resources that educate and empower our clients. Our goal is to help you make informed decisions with confidence.

What We Offer:

• Educational forums on key financial topics

• Insights through our podcast and blog

• Ongoing guidance to support your wealth goals

Estate Planning
Estate planning ensures your legacy is protected and your loved ones are cared for. By making key decisions now, you can create a clear path for the future and avoid costly complications later.

Our Role:

• Guide you through every step of the estate planning process

• Provide insights and trusted referrals to legal professionals

• Help preserve and transfer wealth efficiently

• Ensure your wishes are honored and your legacy endures

Cash Management
Access to liquidity is a key component of sound financial planning. At Edgewater, we help ensure you have the flexibility to meet short-term needs without disrupting your long-term goals.

Our Focus:

• Maintain the right cash balance for your lifestyle and goals

• Provide quick, reliable support for cash flow needs

• Strategically manage asset liquidity within your portfolio

• Prepare for unexpected expenses or opportunities

Philanthropy
Giving back is an essential part of building a meaningful legacy. At Edgewater, we help you define your philanthropic goals and structure contributions that align with your values and financial strategy.

Our Approach:

• Identify and establish personalized giving goals

• Evaluate and connect you with reputable organizations

• Structure charitable gifts for maximum impact and tax efficiency

• Support efforts from alma mater donations to family foundations

Retirement Planning
Planning for retirement is about more than saving — it’s about building the future you envision. At Edgewater, we help you align your lifestyle, goals, and resources to create lasting financial security.

Our Focus:

• Develop personalized retirement income strategies

• Maximize long-term growth through disciplined planning

• Balance current needs with future goals

• Ensure financial confidence for you and your family