Account Services

We Provide Common Sense Financial Advisory Services

We Empower Clients
Throughout Their
Financial Journey

At Edgewater Family Wealth, we specialize in starting the conversation you need to have about money and what constitutes a successful investment strategy. While we provide a comprehensive range of financial advisory services, more importantly, we offer the type of no-nonsense advice and practical thinking our clients need to strive for generational wealth.

Investing isn’t some unknowable art that only a financial advisor can understand. We afford you the tools and over 70 years of practical experience to help you reach your investment goals to leave a lasting legacy.


Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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