Advisors & Associates

Patrick Berch
​MS, MT
Julia Davis
Ben Fischer
Trent Grissom
Chris Harrington
​CFA, CPA
Matt Hekman
Crissa Krikke
Jacob A. Linch
Kristin Ratzlaff
Roger Ratzlaff
Mike Shields
​CFP®
Kale Soukup
Selin Ulusarac
Pamela Vasquez
​CDFA®

Want to learn more about Waterfront?

Home

About US

ASSET MANAGEMENT

NEWS

Contact

ACCESS ONLINE

CRS

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.