NEWS  &  EVENTS

Thanks to everyone who joined our
QUARTERLY MARKET REVIEW!

Did you miss it?
View the recording and/or download the
​presentation slides below!

Waterfront Quarterly Market Update
File Size:	634 kb
File Type:	pdf

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Check out our last Quarterly Market Review!

Did you miss it?
View the recording and/or download the
​presentation slides below!

Waterfront Feb 2022 Market Update
File Size:	949 kb
File Type:	pdf

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Thank you to everyone who attended our
Portfolio Managers Annual Review & Update!

​​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

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

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

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

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Invest early and consistently.

Stay invested in uncertain times.

How we treat our clients.

Best traits of successful investors.

Check out some of our Client Events!