Transforming Women's Wealth
We provide personalized strategies to help mid/late-career professionals, entrepreneurs, solopreneurs, retired, and LGBT+ women build wealth. Our approach is tailored to your goals and empowers you to create the life you envision.
We understand you want clarity and purpose in your financial journey. For that reason, meaningful relationships with our clients—women who are taking charge of their financial futures—are foundational to our practice.
We provide personalized strategies to help mid/late-career professionals, entrepreneurs, solopreneurs, retired, and LGBT+ women build wealth. Our approach is tailored to your goals and empowers you to create the life you envision.
We understand you want clarity and purpose in your financial journey. For that reason, meaningful relationships with our clients—women who are taking charge of their financial futures—are foundational to our practice.
Pursuing your
goals and purpose
Life is not static, and neither are our plans. With a good financial plan, you can craft the future you want and prepare for whatever comes your way. A financial plan is an active, evolving document—not meant to gather dust on a shelf or sit forgotten in a saved file, but to be used as a tool for your daily life.
Women—Owned
We created WatersEdge Wealth Management with a vision for a new kind of economic freedom—one where conscious financial decisions are guided by knowledge, strength and security. We care about the communities we live in and the people we love.
Our mission is to tear down the mahogany doors that keep women separated from their money.
Wealth Management
A Personalized Financial Plan designed to provide you with comprehensive financial planning, expert guidance, and ongoing support on your journey toward your financial goals as well as the day-to-day decisions you face.
