Experience Makes all the difference
At Edgewater Wealth Management, we've continually strived for over 20 years to make a meaningful difference in our clients' financial lives.
We came to our profession with a decidedly unique perspective. Our career paths began at one of the most respected investment management firms in the nation where we acquired a strong understanding of the science and nuances of asset management. Today, we leverage that knowledge on behalf of all the clients we are privileged to serve. Our ability to better evaluate the capabilities and performance of asset managers adds exceptional value to our client experience.
Our wealth management approach is thoroughly proactive and we build portfolios designed to meet our clients' unique objectives and risk tolerances. It's a time-tested, disciplined approach to wealth management that has skillfully guided our clients through two of the best and worst market cycles.