Investment Management
Our responsibility is to know you, what you value, how much risk you are comfortable with, and how you see the world. The result is investment plans that are well researched and adaptable.
Together we will choose a model that best reflects your needs, or we will collaborate to create a portfolio that is customized to you. We are committed to regularly engaging with you to review performance and the suitability of your investment plan. Your success is our success.
Investment Management
Our responsibility is to know you, what you value, how much risk you are comfortable with, and how you see the world. The result is investment plans that are well researched and adaptable.
Together we will choose a model that best reflects your needs, or we will collaborate to create a portfolio that is customized to you. We are committed to regularly engaging with you to review performance and the suitability of your investment plan. Your success is our success.
Discretionary Accounts
At WatersEdge Wealth Management we are not limited to a list of strategists and investment managers. We can and do create our models from the larger investing universe, and therefore we are able to explain our process and performance because we designed it. We base our models on sound investing principles and you have the option to choose between different investment objectives and values.
Investments Platforms
› Kestra Investment Models
› Strategist Models
Non-Discretionary Accounts
We know some investors like to be hands-on and have input. We bring our vast research, knowledge, and experience to you and work collaboratively to create a portfolio that reflects what you value. Our investment philosophy guides you and provides structure as we shape a strategy that is consistent with your risk tolerance and objectives.
Non-discretionary models
› Separately Managed Accounts (SMA)
› Investor directed
Annuities & Life Insurance
Annuities can be a tool to help you preserve your savings and provide a guaranteed income stream. Annuities and life insurance, when used properly, enhance your plan. Together we will consider all options and thoroughly assess whether there is a need for and what is most suitable for you. A well-rounded financial plan considers the complexity of taxes and the transfer of wealth.
Annuities
› Fixed
› Variable
› Indexed
Life Insurance
› Fixed
› Variable
› Indexed
Retirement Planning
Retirement planning is central to financial planning.
Once you know where you are today, we can help you determine if you are on track to retire in the way you envision. Everyone is different. Some want to retire at 50, and others at 75. We help you determine what you need in order to pursue your retirement goals.
Retirement Plans
› Traditional IRAs
› Roth IRAs
› Simple Plan
› SEP Plans
› 401k Plans
