A Better Life Through Planning.
|
Financial planning can be a daunting task.
As assets grow, so do your choices. Waterfront is a team of financial professionals who believe that managing your wealth is really about maximizing the quality of life. We help you navigate through different stages of your life with confidence. |
What You Can Count On.
- A focus on you - your interests always come first.
- A fiduciary advisor who is your primary contact and your long-term manager.
- A team culture. When you work with us, you're part of our Waterfront family.
- We stay in touch. We listen carefully to your needs and concerns.
- A responsive support team that can quickly guide and assist you.
- A personalized financial plan updated annually that keeps you up to speed on where you are in your financial journey.
- An investment strategy built around your specific goals.
- At a minimum of four times a year, we'll reach out to talk with you, answer questions, advise as needed, and ask for your feedback.
- Quarterly written reviews of performance compared to the expected return in your personal plan.
Smart financial planning.
We utilize tools that give us the flexibility to individually identify our clients' short and long term financial goals. We design customized plans that help direct them to save and invest intelligently today so they don't outlive their investments.
Let our fiduciary advisors sit down with you and develop a personal plan that you are comfortable with.
We are so thankful to be working with Waterfront Advisors! Trent Grissom and Roger Ratzlaff are truly amazing people. I had researched them thoroughly as Financial Advisors and I knew that they were smart, had an incredible track record of growing financial portfolios, and most importantly for me, were men of great character! However, Haley & I were floored with the 24-7 personal service that we experienced as Trent and others at Waterfront made a very difficult move seem easy! Moreover, after finally making the move to a trusted personalized financial advisor approach, Haley & I are comforted to know that we now have an incredible & trusted Teammate as we navigate the financial & investment world!" About three and half years ago, we were looking to change from a large national investment advisor firm. We found Waterfront here in the local Kansas City area, and they have been fantastic. Exceptional customer service and attention to our family's financial needs. Pam is amazing! I wish we would have made the change to Waterfront sooner!" |
We moved from a previous advisor to Waterfront and are working with Patrick Berch. Best decision ever! The level of service we have been given is exceptional from everyone. Patrick is accessible, very knowledgeable, and we are confident our investments are being managed better by a team of experts. We highly recommend the firm and Patrick." When my husband died, February 2024, I decided to change financial advisors. A friend highly recommended Pam Vasquez who works with a lot of single women. Pam and Trent could not have been nicer. They took the time to explain everything and were patient with my questions. |
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.
