Our Process

At WatersEdge Wealth Management, our process starts with knowledge. 

We begin by learning as much as we can about you and sharing a bit about the values we embody at WatersEdge. We ask – and encourage you to ask: are we a good fit?

During a complimentary initial consultation, we’ll ask you to consider your goals, your dreams, and your personal values. We’ll learn about your present, we’ll talk about your past, and we’ll discuss the possibilities of your future.

Once we know who you are and how you work, we’ll create a personalized investment portfolio that is well-researched, adaptable and flexible, innovative, and appropriate to your values.

Going forward, we are committed to engaging with you on a regular basis to review the performance and the suitability of your investment plan. We discuss, we listen, we learn, and we make changes as necessary.

Our responsibility is to know you, what you value, how much risk you are comfortable with, and how you see the world. Together, we will create a plan that best reflects your needs as they are today and as they change in the future. 

Knowing where you are today makes it easier to imagine the possibilities for tomorrow.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.