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NEWS  &  EVENTS
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2024 4th Quarter Market Updates

OE Fact Sheet & Commentary
OS Fact Sheet & Commentary
WB fact sheet & commentary
WE fact sheet & commentary

2025 Events

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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!

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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.
  • Home
  • About Us
    • Advisors & Associates
    • Our Process
    • Contact Us
  • Services
  • ASSET MANAGEMENT
  • News & Events
  • Access Online