Achieving your goals It starts with insightful advice

Edgewater Wealth Management Charles McCool, Kristin Bloom, Angela M. Kelly, Emma Rose Leibell

From left to right:
Angela Kelly, Charles McCool, Kristin Bloom

Edgewater Wealth Management


phone

203-291-1090
800-243-4121



phone

855-273-8787





address

8 Wright Street
3rd Floor
Westport, CT 06880



The future that awaits us is not a matter of chance. It's a matter of choice. What we decide today will determine our realities tomorrow and financial freedom can help pave the way.

At Edgewater Wealth Management, we've been helping individuals, families and business owners make smarter decisions about money for more than two decades. We have assisted them in proactively navigating through the best and worst of times by anticipating obstacles and taking quick advantage of opportunities.

Our approach to wealth management isn't just different. It's distinctive in ways that truly matter to our select clients. We are a wealth management firm that adopted the advisory team concept long before other firms and advisors recognized its benefits. We spent over 15 years refining a collaborative process that has become a difference maker to the businesses and people we are privileged to serve.

We know the financial decisions our clients make impact the direction of their businesses and lives. We also know from experience that no two clients are exactly alike which is why every wealth management plan we create is one-of-a-kind solution that reflects their unique goals, dreams and values.

Being served by UBS – the largest private wealth management company in the world – gives our clients confidence knowing they have access to world-class financial guidance and resources. We are an advisory team fully dedicated to putting client interests first and foremost. If clients can benefit from specialized services and support that extend beyond what our team offers, we are able to marshal the full resources of UBS as part of a wider collaborative effort on their behalf. Our team also has extensive experience collaborating with our clients' other professional advisors to address their personal and business-related needs.

Our clients' experience is of paramount importance to each of our partners which is why we meet with our clients together as a team rather than independently. We believe that with a male and female advisor listening as one, we gain a clearer understanding and empathy for the lives our clients live as well as the ones they imagine. Our gender diversity forges deeper, long lasting client relationships because we connect more personally with all family members, including those spread across generational lines. We are a rarity in our profession in that we offer comprehensive financial plans not only to our clients but to future generations as well because we have seen the benefits it provides to the entire family.

Every transition in life, business and personal, involves decision-making. Talk to us about your here-and-now. Tell us about the future you imagine. We'll help make sure whatever you decide today will be the right choice for tomorrow.


Kristin Bloom and Charles McCool have been recognized as an industry leaders

  • Kristin Bloom-  Working Mother Magazine Top Wealth Advisor Moms, 2018, 2019
  • Kristin Bloom -  Connecticut Magazine 5 Star Wealth Advisors 2019
  • Charles McCool-  Connecticut Magazine 5 Star Wealth Advisors 2019



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