Many smart, strong women, makers, and innovators feel uneasy and disconnected about their investments. They feel unheard. Unappreciated. Unvalued.
That's why we created WatersEdge Wealth Management.
We have a vision of a new model of economic freedom where we make conscious financial decisions from a place of knowledge, strength and security. Together, we work to create a world where women, makers, and innovators actively engage and contribute to the things we care about, the communities we live in, and the people we love.
Our mission is to help you grow your wealth in alignment with your values and goals; this creates wellbeing and confidence. We believe your financial well-being is deeply connected to your overall well-being.
We are mindful that relationships give purpose to the numbers in every financial plan and investment portfolio.
For that reason, meaningful connections with clients are foundational to our practice.
Our process provides the information you need to determine your best path forward, helping you nurture your well-being and confidence.
We believe your financial well-being is deeply connected to your overall well-being.
As team members, Susan Cevette, Kathy Korman and Beth Navara, bring years of business and customer service experience to the firm. Clarity of purpose and shared values drives our team to collaborate and deliver a meaningful client experience. As a team, we understand our work is enduring, and when done with courage and transparency the results are immeasurable.
Founder, Wealth Advisor
“We create a plan that reflects you. Relationships give purpose to the numbers in every financial and investment plan.”
Meet Susan Cevette
“I am inspired by making genuine connections with clients and helping advisors enhance their clients financial journeys.”
Meet Beth Navara
Director, Client Services
“I bring a quest for knowledge and passion for optimal customer service.”
Meet Kathy Korman
How We Work
"We believe your financial well-being is deeply connected to your overall well-being."