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For Women

For Women

Everyone’s journey is different.

We’ve learned over the years that many smart, strong women, makers, and innovators feel uneasy and disconnected about their investments.

That’s why we created WatersEdge Wealth Management.

We built a space where this specific community can develop value, connection, control, and knowledge. Knowing where you are today makes it easier to imagine the possibilities for tomorrow and our process begins with knowledge.

We hope to help you grow your wealth in alignment with your values and goals; we pledge to elevate your well-being and help you develop a stronger financial independence. 

"Elevate your well-being." 

Our Process

It is our job to stay on top of your markets, so you don't have to.

Financial Planning

Financial Services

Discretionary models and customized portfolios tailored for you.



A philosophy concerned with your overall well-being.

Make positive impact