About WatersEdge
Many smart, strong women, makers, and innovators feel uneasy and disconnected about their investments. They feel unheard. Unappreciated. Unvalued. That’s why we created WatersEdge Wealth Management.
We have a vision of a new model of economic freedom where we make conscious financial decisions from a place of knowledge, strength and security. Together, we work to create a world where women, makers, and innovators actively engage and contribute to the things we care about, the communities we live in, and the people we love.
Our mission is to help you grow your wealth in alignment with your values and goals; this creates wellbeing and confidence. We believe your financial well-being is deeply connected to your overall well-being.
We are mindful that relationships give purpose to the numbers in every financial plan and investment portfolio. For that reason, meaningful connections with clients are foundational to our practice. Our process provides the information you need to determine your best path forward, helping you nurture your well-being and confidence.
Our Process
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.
Meet the Team
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 us 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.
Susan Cevette
Founder, CEO, Wealth Advisor
Beth Navara
Director, Marketing
Denise Blesi
Client Services Associate
Susan Cevette, AIF®
Founder, CEO, Wealth Advisor
For me, the founding of WatersEdge Wealth Management was years in the making. When I talk about developing personal connections, impacting lives, creating personalized and individualized plans, it is more than words for me. It embodies my work. I build from your core values, inspiration, and vision. When I partner with you, we create a plan that reflects you. Relationships give purpose to the numbers in every financial and investment plan. For this reason, a meaningful connection with you and your family is foundational to my practice. I am passionate about my work because I know that every day WatersEdge makes a difference in clients’ lives. With nearly two decades of experience and an MBA from the University of Saint Thomas, I address my work with a tested and flexible toolkit of professional knowledge. Minneapolis is my home where I share a love for the arts with my adult children who inspire me daily.
“The future belongs to those who believe in the beauty of their dreams.”
– Eleanor Roosevelt
Beth Navara
Director, Marketing
As Director of Marketing and founding team member of WatersEdge, I bring extensive experience in direct consumer marketing and advertising. My personal philosophy includes meaningful engagements with the community and clients and that is the heart of what we do at WatersEdge Wealth Management. I am inspired by making genuine connections with clients and enhancing their financial journeys. My free time is spent at the lake enjoying my family and the beauty of Northern Minnesota.
“Today is your opportunity to build the tomorrow you want.”
– Ken Poirot
Denise Blesi
Client Services Associate
We’re excited to announce Denise Blesi will be joining us as Client Services Associate. Denise and I worked closely together at Edward Jones eleven years ago. We created a dynamic and client-centric team that delivered the customer service you have come to expect. Denise brings a wealth of experience to this new role as she worked at Edward Jones for 6 years as a Financial Advisor and a Branch Office Administrator. She has extensive knowledge of the financial Services industry and shares our passion for creating inclusive, sustainable wealth for all. Beth and I are excited to welcome Denise to our team.
“Favorite quote here”
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