WATERFRONT | ADVISORS
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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 professionals who believe that managing your wealth is really about maximizing the quality of life. We help you navigate through different stages of your life with confidence.

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.
We've worked with this firm and its advisors for decades and have experienced nothing but the utmost integrity, responsiveness and quality of services."
-Nate S.
The team at Waterfront has been a wonderful resource to work with personally and professionally over the past 7 years. Their investment approach has been a great fit for my family."
-Patrick H.
All of the included testimonials are from current or former clients 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?

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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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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