Wealth Management
We work with women who are seeking a collaborative and respectful partnership in managing their wealth, one where their voice is heard and their experiences valued. We believe great financial advice begins with active listening.
By combining deep expertise with a genuine understanding of your needs, we craft creative solutions that align with your life and values. With your best interests at heart, we bring together knowledge and empathy to solve even the most complex challenges—turning possibilities into plans that truly work for you.
A personalized plan tailored
to your life and future goals
It is our goal at WatersEdge Wealth Management to equip you with a solid financial plan that can help you make good decisions about your life and give you the confidence to maneuver change. We begin by learning about you, your current situation, and where you see yourself in the future. We gather relevant documentation that provides us with a better picture of where you are now.
With good information, we can model what-if scenarios and help you see the impact of decisions. You will have access to your account via a secure login where you can connect to your savings as well as track your spending and monitor your budget. You can also run reports that give you a clear picture of investment details and net worth. The Financial Planning tool is a robust, active program that will meet you wherever you are.
Financial Planning
You can engage us to create a financial plan for a flat monthly fee. If we are managing your investment accounts in excess of a million dollars, there are no ongoing monthly fees. If you would like to discover the power of financial planning, we would be happy to walk through this process with you. We encourage you to contact us to learn more.
Investment Management
Whether you are looking for a hands-on investment experience or stand-alone financial planning services, we believe you should choose how you work with us. We have structured our fees carefully. They are reflective of the value we provide you, and competitive in the marketplace. Our pricing model reflects our core values of fairness and transparency.
Our Firm Philosophy
Value to You
Clarity
Get clear on your financial picture and understand your options.
Certainty
Make confident decisions knowing you have expert guidance by your side.
Action-Oriented
Our step-by-step process gets you moving towards your goals. Say goodbye to paralysis by analysis.
Peace of Mind
Gain confidence knowing you have a sound financial strategy in place.
Empowerment
Take control of your finances and make informed decisions with expert guidance.
Progress Monitoring
24/7 access to your financial dashboard, empowering you to track your progress and make informed decisions.
How We Help You
Strategic Financial Plan
Our team of experienced advisors will create a personalized roadmap tailored to your unique needs and aspirations.
Comprehensive Investment Advice
Get clear and unbiased recommendations based on your risk tolerance and investment objectives.
Insurance Analysis
We’ll identify any gaps in your coverage and advise on strategies to protect yourself and your loved ones.
On-Demand Support
Schedule consultations when you are faced with having to make a financial decision. Do you take out a business loan or withdraw from your assets? Should you take social security 10 months earlier than you planned? How will private school for your K-12 student impact you now and longer term?
Access to Professionals
Tap into our network of tax specialists, attorneys, coaches, and more – for specialized guidance.
Transparent Cost Structure
Our cost is split into two fees to reflect the service we provide. There is an investment management fee and a financial planning fee. The investment fee is the traditional fee you pay to have your investments actively managed as a percentage of the assets we manage. The financial planning fee is for creating and maintaining your total financial picture so we can deliver the technical analysis to make optimal financial decisions.
