NEWS & EVENTS
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2024 1st Quarter Market Updates
Interested to know "What money is worth?" or "How much is enough?"...
Check our latest WAM white paper by Matt Hekman!
Matt is one of two of our Portfolio Managers who manage all of our Separately Managed Accounts (SMAs).
Want to learn more about our SMAs?
Check out our informational booklet below!
Want to learn more about our SMAs?
Check out our informational booklet below!
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The 2023 Toys-for-Tots Drive was a success!
Thank you to everyone who contributed to over $2,000 (making it over $4,000 after our matching) and over 1,000 toys donated through our donation center. We appreciate all of you, and are so proud to be apart of this wonderful giving community. -Your Waterfront Team |
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Check out some of our Client Events! |