Who We Are
How We Work
Pursuing your goals and purpose
Our Financial Planning process is an engaged and collaborative discussion. We identify your values and financial situation to create a plan that helps you live your most fulfilling life. This is a delicate process because we understand that no one sees the world the way you do. We are here to help you make good and balanced decisions. When you understand where you are today, you can create your future.
Life is not static, and neither are our plans. With a good plan you can identify opportunities that will shape your future, and when challenging times appear you will be equipped to deal with whatever comes your way. A financial plan is an active, changing document not meant for your shelf or saved files, but meant to be used as a tool in your daily life.
It is our goal at WatersEdge Wealth Management to guide you towards good decisions with the confidence to maneuver change. We feel this is where the magic happens; we understand your human side and we help you reflect that on the financial side. Together we are here to help you shape your life and create something special. The result is financial independence in your future.
"A financial plan is an active, changing document not meant for your shelf or saved files, but meant to be used as a tool in your daily life."
It is our job to stay on top of your markets, so you don't have to.
Discretionary models and customized portfolios tailored for you.
A philosophy concerned with your overall well-being.
Make positive impact