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NEWS  &  EVENTS
Interested to know "What money is worth?" or "How much is enough?"...
Check our latest WAM white paper by Matt Hekman!
Is Interest FINALLY Interesting?
File Size: 337 kb
File Type: pdf
Download File

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!
Separately Managed Accounts Booklet
OE 3rd Quarter Commentary
File Size: 332 kb
File Type: pdf
Download File

OS 3rd Quarter Commentary
File Size: 324 kb
File Type: pdf
Download File

WB 3rd Quarter Commentary
File Size: 314 kb
File Type: pdf
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WE 3rd Quarter Commentary
File Size: 293 kb
File Type: pdf
Download File


Did you miss our most recent
QUARTERLY MARKET UPDATE?

Not to worry!
View the recording and/or download the
​presentation slides below for your convenience,
Nov2022 Quarterly Market Update
File Size: 1248 kb
File Type: pdf
Download File

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Check out our previous Quarterly Market Updates!

July 2022 Quarterly Market Update:

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Did you miss it?
View the recording and/or download the
​presentation slides below!
July2022 Quarterly Market Update.pdf
File Size: 3083 kb
File Type: pdf
Download File

April 2022 Quarterly Market Update:

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Did you miss it?
View the recording and/or download the
​presentation slides below!
April2022 Quarterly Market Update
File Size: 634 kb
File Type: pdf
Download File

February 2022 Portfolio Managers Annual Update:

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​​Happen to miss it?​
Check out the video recording and/or download ​the presentation slides below!
Portfolio Manager Strategy Update.pdf
File Size: 526 kb
File Type: pdf
Download File


The 2021 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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A Better Life Through Better Planning
File Size: 501 kb
File Type: pdf
Download File

2022 Tax Schedule
File Size: 616 kb
File Type: pdf
Download File

Chris - 2022 Waterfront Outlook
File Size: 322 kb
File Type: pdf
Download File

Matt - 2022 Waterfront Outlook
File Size: 288 kb
File Type: pdf
Download File

Stay invested in uncertain times.
How we treat our clients.
Best traits of successful investors.
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Check out some of our Client Events!

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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 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.
  • Home
  • About Us
    • Advisors & Associates
    • Our Process
    • Contact Us
  • Services
  • Asset Management
    • Opportunistic Managed Strategies
    • Balanced & Equity Strategies
    • Custom Strategies
  • News & Events
  • Access Online