Wealth advice that helps inspire confidence

Edgewater team photo

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've been helping individuals, families and business owners make smarter decisions about money for more than two decades. We have assisted them in proactively navigating through the best and worst of times by anticipating obstacles and taking quick advantage of opportunities.

Our approach to wealth management isn't just different. It's distinctive in ways that truly matter to our select clients. We are a wealth management firm that adopted the advisory team concept long before other firms and advisors recognized its benefits. We spent over 15 years refining a collaborative process that has become a difference maker to the businesses and people we are privileged to serve.

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.

woman telescope

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager