Advisors & Associates

Jessica Bartscher
Patrick Berch
​MS, MT
Ben Fischer
Trent Grissom
Chris Harrington
​CFA, CPA
Matt Hekman
Crissa Krikke
Jacob A. Linch
Kristin Ratzlaff
Roger Ratzlaff
Bailee Shaffer
Mike Shields
​CFP®
Kale Soukup
​CFP®
Pamela Vasquez
​CDFA®
The Waterfront Advisor team is just that, a team. From the moment I walked in they have been supportive and patient with all my questions...
​So glad I found them!"
-M. Skeels
*All of the included testimonials are from current or former clients of Waterfront Advisors Inc., and no ​cash or non-cash compensation has been provided in return for their statements.

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CRS

Kansas:

6711 W 121st Street
​Overland Park, KS 66209​​​

​​(913) 951-5800
(855) 875-0100

Florida:

217 SE 1st Ave.
​Suite 200-116
​Ocala, FL 34471

​​(352) 820-6004
*Waterfront Wealth Inc. is currently registered as an investment adviser with the Securities and Exchange Commission. State securities laws require that the firm be registered, or qualify for an exemption from registration, in order to provide investment advisory services to residents of a particular state. Should you choose to contact the firm, any substantive communication between you and the firm will be conducted by a representative who is appropriately licensed, registered, or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

​**All content on this site is for information purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources as of the date posted and our commentary as well as any references or links to another website or third-party content is for informational purposes only; no representations are made by our firm as to another party's informational accuracy or completeness.
All investments include risk of loss, including loss of principal. No investment or investment strategy can assure a profit or avoid a loss. Past performance is no assurance of future performance.
​
***Waterfront Wealth Inc. and its representatives do not provide tax or legal advice and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.