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, 25 and 35+ years.

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What's in store for 2026?

​Check out the 2026 Predictions from our Portfolio Managers, Chris Harrington & Matt Hekman.

Chris 2026 Predictions
File Size:	1232 kb
File Type:	pdf

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Matt 2026 Predictions
File Size:	1487 kb
File Type:	pdf

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🌟Congratulations, Chris Harrington!🌟
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We are thrilled to recognize Chris Harrington, our Chief Investment Officer & Portfolio Manager, for earning a prestigious 5-star Morningstar rating on two different strategies! Both the OE and OS portfolios have held at their 5-Star ratings for two back-to-back quarters (as of 6/30/25 and 9/30/25). This distinction is awarded to portfolios that have demonstrated superior risk-adjusted returns compared to their peers, and Chris's work stands out at the highest level. His disciplined approach and commitment to delivering long-term value continue to benefit our clients and team alike.

Way to go, Chris! Your leadership continues to raise the standard of excellence here at Waterfront!

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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