Serving high-net-worth & ultra-high-net-worth families and foundations, since 1988.

WELCOME

Waterfront is a team of fiduciary, fee-only advisors serving select high-net-worth families across the United States.
​Our team’s knowledge and long term experience with planning and markets have served families for over 35 years.
Clarity.
Clarity means cutting through the noise and focusing on what truly matters to you.​
Discipline.
Discipline is the foundation of every successful plan, guiding consistent, thoughtful decisions through every market cycle.
Confidence.
Confidence comes from knowing you have a strategy and a team working for you every step of the way.

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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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.
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***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.