WELCOME

Waterfront is a team of fiduciary, fee-only advisors serving select families across the United States.
​Our team’s knowledge and long term experience with planning and markets have served families for 10, 20 and 30+ years.

Our Mission:

To improve the quality of life for our clients by providing sound fiduciary guidance based on their individual needs and goals.

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Kansas location:

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

​​(913) 951-5800
(855) 875-0100

Florida location:

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 and no representations
are made by our firm as to another party's informational accuracy or completeness.  
***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.