How We Work
WatersEdge Wealth Management is an independent boutique firm. One of our core values is sophistication. From this space, we create your plan based on sound research that provides you a sustainable path forward.
We believe your financial well-being is deeply connected to your overall well-being.
We engage with you and listen to your needs, as well as provide a financial plan and investment strategy that supports your unique vision. We are mindful that relationships give purpose to the numbers in every financial plan and investment portfolio, and for that reason meaningful connections with clients and their families are foundational to our practice. Our process provides the information you need to discern your best action forward, helping you pursue well-being and confidence.
As an independent financial services firm, our brokerage services are provided by LPL Financial who acts as our broker/dealer. This allows us to access powerful financial planning technology and resources, while at the same time, provides the freedom and flexibility to be creative as we translate your financial needs into an actionable plan.
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
“My curiosity serves me well in assisting advisors with portfolio construction. 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."