Broker Check

612-481-4395

We Are Here For You
We are all drawn to the water’s edge for different reasons.

We are all drawn to the water’s edge for different reasons.

Our genuinely inquisitive approach to financial planning helps you identify your reasons for investing in your future.

Learn more
Our Team

Our Team

WE provides holistic wealth management helping you mindfully create a plan that incorporates your today with your tomorrow.

more about our team
our services

our services

We offer a full range of investment and financial services and have access to a wide array of solutions.

more about our services
our process

our process

Envisioning your financial future is a creative process, our holistic approach helps you confidently navigate the decisions that build your unique strategy.

more about our process
What's your plan?

What's your plan?

At WatersEdge Wealth Management, we will serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

Some videos you might enjoy

RESOURCES

ARTICLES

A collection of hand picked articles.

CALCULATORS

Calculate financial decisions.

VIDEOS

More videos.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

Have a question?

Name
Email
Phone
Thank you! Oops!
Client Centered

""A good financial plan is a road map that shows us exactly how the choices we make today will affect our future"

Alexa Von Tobeln

How may we help you today?

Name
Email
Phone
Additional Info
Thank you! Oops!
Client Centered