WELCOME

Financial dignity and independence are important to achieving a better quality of life. Our team's knowledge and long-term experience with planning and markets can help you reach your financial goals.

Mission

Our mission is to improve the quality of life for our clients by providing sound financial guidance based on their individual needs and goals. We strive to be a caring trusting partner that enables you to achieve financial freedom.
There is nothing more important than financial security and peace of mind.

​Let's take that journey together.

Home

About US

ASSET MANAGEMENT

NEWS

Contact

ACCESS ONLINE

CRS
6711 W 121st Street
​Overland Park, KS 66209​​​
​​(913) 951-5800 
(855) 875-0100
*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 written content on this site is for information purposes only.  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.