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"A Goal Without A Plan Is Just A Wish"

- Antoine de Saint-Exupéry

A Note on Current Events:

A Note on Current Events:

Every so often, world events combine to create great uncertainty about the future. Financial markets can sometimes react violently to this uncertainty, as the prices of financial instruments reflect expectations about the future.Rest assured that while this volatility may be unpredictable, it is not unplanned for. We’re here to help implement strategies to weather these inevitable storms. If you’d like to schedule a time to discuss these events or review your portfolio, please don’t hesitate to reach out. We’re here to help people secure their future and protect the ones they love, no matter what markets are doing. 

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Welcome to WatersEdge Wealth Management

We specialize in holistic financial planning. We help our clients achieve their goals through a disciplined process and utilize robust planning software to ensure transparency and accountability. Whether retirement is a distant dream or you are well into your golden years, we can help you achieve your financial goals and will strive to surpass them in time.

Financial Planning

Financial Planning

We specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth potential. No matter where you are in your financial journey, we endeavor to take you to the next level.

Wealth Management

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through a disciplined process.

Tax Management Strategies

Tax Management Strategies

It’s not what you make, it’s what you keep. Let us help you develop strategies to complement your long-term goals.

Estate Planning Strategies

Estate Planning Strategies

Your life, your dreams, your legacy. Allow us to partner with your estate planning attorney to ensure you have a well-developed plan. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

Insurance Services 

Insurance Services 

A good defense is the best offense. Let us surround you with good risk management practices to deal with the what-ifs in life.

Financial Education

Financial Education

“An investment in knowledge pays the best interest.” -Benjamin Franklin. We provide financial education for businesses and individuals, and deliver ongoing education for our clients.