WATERFRONT | ADVISORS
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SERVICES

Estate
​Planning
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We can help prepare for the transfer of wealth and assets after one's death by being a part of your advisory team, coordinating services of your CPA and Attorney.
Retirement
​Planning
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We can assist you in identifying your retirement goals and create an individualized plan to help you stay on track to achieve those goals.
Investment
​Strategy
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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.
Education
​Funding
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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.
Foundations
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Waterfront manages assets for foundation accounts that benefit multiple non-profit organizations.
Risk
Management
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Our comprehensive approach enables us to identify potential risks and evaluate your insurance and long-term care needs to minimize such risks.

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.
Opportunistic Equity
Opportunistic Strategy
Waterfront Balanced
Waterfront Equity
2023 WAM Booklet

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.

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Trent Grissom
Have any questions about Waterfront?
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