SERVICES
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Investment
Strategy 
Through focusing on the individual needs of our clients, we strive to learn what your goals, priorities, and investment timelines are so that we can develop an appropriate investment strategy.
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Education
Funding 
There are a lot of options to consider for the funding of higher education. We can help you evaluate those options, and decide which one is right for you.
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Foundations
Waterfront manages assets for foundation accounts that benefit multiple non-profit organizations.
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Risk
Management 
Our comprehensive approach enables us to identify potential risks and evaluate your insurance and long-term care needs to minimize such risks.
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Waterfront Asset Management
Waterfront Asset Management (“WAM”) is a division of Waterfront Wealth Inc., an Investment Advisor registered with the Securities and Exchange Commission (SEC). WAM manages four separately managed account strategies available to all investors.
Occasionally one will find a service that is a perfect fit for their needs. This is my experience with Waterfront Advisors. Upon retirement in 2019, I like most thought heavily about my retirement portfolio and how was I going to sustain my current lifestyle. From the very first time I walked through their doors, I realized I was in the right place. Their professionalism and dedication to my needs was "spot on." Initially realizing my investment strategies were different from what my wife was thinking, made us realize we needed to find common ground. Our advisor not only found that common ground for us, he set forth a path that would provide the cash on hand we would need with common sense investments that protected us from coming up short in the future.
The peace of mind provided to us by Waterfront Advisors is tantamount in this very volatile investment world. I highly recommend Waterfront Advisors for your investment strategies.
-S. Brown
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.
