WATERFRONT
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A Better Life Through Planning.

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Financial planning can be a daunting task.
As assets grow, so do your choices.
Waterfront is a team of financial experts who believe that managing your wealth is really about maximizing the quality of life. We help you navigate through the different stages of your life.

Smart financial planning. 

We utilize tools that give us the flexibility to individually identify our clients' short and long term financial goals. We design customized plans that help direct them to save and invest intelligently today so they don't outlive their investments.
Let our fiduciary advisors sit down with you and develop a personal plan that you are comfortable with.
email us now

What You Can Count On.

  • A focus on you - your interests always come first.
  • A fiduciary advisor who is your primary contact and your long-term manager.
  • A team culture. When you work with us, you're part of our WaterFront family.
  • We stay in touch. We listen carefully to your needs and concerns.
  • A responsive support team that can quickly guide and assist you.
  • A personalized financial plan updated annually that keeps you up to speed on where you are in your financial journey.
  • An investment strategy built around your specific goals.
  • At a minimum of four times a year, we'll reach out to talk with you, answer questions, advise as needed, and ask for your feedback.
  • Quarterly written reviews of performance compared to the expected return in your personal plan.
I work with Pam Vasquez! She is my financial advisor. She always takes the time to teach me about the process. I’ve learned so much from being her client! I couldn’t say enough about how great she is and also everyone at waterfront. It’s such a welcoming place and the people are all so friendly.
​-Abigail K.

Jon Perrin made everything so simple and easy to get set up. I made the switch over to him from another financial firm because I felt that he was personable, driven, and always a phone call away. If you are looking for someone with the knowledge and drive to set you up for long term success I highly recommend Jon Perrin at Waterfront Advisors!
​-Caleb S.

All of the included testimonials are from current or former cleints of Waterfront Advisors Inc., and no ​cash or non-cash compensation has been provided in return for their statements.

Want to learn more about Waterfront?

about us
advisors & Associates
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Trent Grissom
Have any questions for us?
Contact Trent Grissom, our Vice President & Director of Business Development, via phone at
​913-951-5800 or via email by selecting the link below.
Email Trent

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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