Wealth advice that helps inspire confidence

Kicking water new

The future that awaits us is not a matter of chance. It's a matter of choice. What we decide today will determine our realities tomorrow and financial freedom can help pave the way.

At Edgewater Wealth Management, we recognize that a lasting relationship starts by listening and understanding what’s most important to you. Our thoughtful perspective and proactive service is distinctive in ways that truly matter to our select clients. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Every transition in life, business and personal, involves decision-making. Talk to us about your here-and-now. Tell us about the future you imagine. We'll help make sure whatever you decide today will be the right choice for tomorrow.

Goals-based planning

Goals-based planning


Investment management

A team approach

A team approach



Invest to advance

Let’s build the future of multicultural wealth. Together.

Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint


for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022