$6 trn
UBS Group invested assets
As of 12/31/2024
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.
With over 25 years of experience advising affluent individuals, multigenerational families, and business owners, Kristin shares in the value of hard work. As a comprehensive wealth manager, she takes a hands-on approach to engage and intimately understand how to help clients build on their success. Kristin believes the best results start by having a plan that is customized to each client before they make any investment recommendations. Dedicated to enabling clients to make more informed decisions on every aspect of their financial lives with confidence and clarity, Kristin’s personal accessibility and commitment are the cornerstones of each of her relationships. As a founding partner of Edgewater Wealth Management, Kristin is responsible for collaborating with experts across UBS accessing an incomparable range of capabilities and solutions creating a team clients can trust to guide them forward.
Kristin began her career at Sanford C. Bernstein as a Financial Advisor in 1997. Always focused on providing wealth planning solutions, she joined Morgan Stanley in 2003 before joining UBS in 2009. A strong believer in giving back, Kristin contributes her time, through varying networks of business leaders and activities, empowering future generations of women to new levels of success. Kristin is an active member in the town of Weston, CT where she lives with her husband and three daughters. On any given weekend, she can be found at youth sporting events cheering on her daughters’ lacrosse and soccer teams. Kristin is also an arts enthusiast, skier, and world traveler.
Dean combines his desire to help people using analytical skills honed by a background of engineering experience and corporate finance, broadened by professional certifications.
The opportunity to make a difference in people’s lives is what has driven Dean during his 27 years as a financial advisor. His focus with private clients includes financial planning, portfolio management and retirement planning. Two specialized client segments include divorced clients and special needs families. Dean uses his Senior Retirement Plan Consultant experience to work with business owners on their 401(k) plans and provide educational support for plan participants.
Prior to entering the financial services industry, Dean was the Director of Finance for the Consumer Products Group at Olin Corporation. He has a B.S. degree in engineering from the University of Maryland and an M.B.A. in finance from the University of Connecticut. Dean is active with the Eagle Scout program in the Connecticut Yankee Boy Scout Council and past President of the Connecticut Society of the Sons of the American Revolution. Dean lives in Fairfield, Connecticut, with his wife, Laurie, and their three children. Dean and his family are members of the Fairfield Beach Club where he enjoys playing tennis. He is also an avid motorsports fan.
Kevin looks beyond investments to focus on every aspect of his client’s financial life. As a CFP, he does so in conjunction with client accountants, attorneys, and other associated professionals. With a career spanning 25 years, he has built a reputation as a comprehensive wealth manager helping business owners, corporate executives, multi-generational families, and high-net worth individuals achieve their goals.
Kevin lives in Easton, CT with his wife Jody where they raised their three children. He and his family are active in various sports such as skiing scuba diving and hiking. Kevin is a proponent of sustainability having the first PV solar panels in this town and driving a fully electric car.
Robyn is dedicated to building trust and credibility, helping individuals, business owners, and families across generations prepare for life’s expected and unexpected moments. By fostering open discussions about lifestyles, goals, and priorities, Robyn’s greatest satisfaction stems from skillfully anticipating and understanding clients’ needs. Her distinctive style combines empathetic listening, guidance, and a blend of experience and confidence.
Prior to joining UBS, Robyn was with AllianceBernstein Institutional Investments. She was a specialist in the defined contribution practice working with the nation’s largest retirement plans. She was integral in the planning and introduction of investments most used to help Americans save for retirement. She started her career at CIBC Oppenheimer responsible for investment manager research and client portfolio construction. Robyn is a staunch advocate for helping underserved women survive breast cancer with support and dignity through her work with Westport-based Pink Aid, Inc. Robyn lives in Westport, CT with her husband Jason and two children.
Angela oversees all day-to-day operational and administrative needs of the team. She works closely with the team and our clients, processing requests, providing documentation, coordinating projects, and implementing the client onboarding process. Her attention to detail, problem-solving abilities and dedication to our clients deliver a quality experience and service reliability.
Angela began her career in financial services in 2004 with her focus on providing exceptional client service and support, which she strongly believes in, and continues to practice. Angela enjoys being a grandma, biking and engaging her creative side in writing, drawing and fashion.
Lisa prides herself on providing the ultimate client experience. Lisa excels in reinforcing our team’s commitment to providing the highest in personalized service to clients. She is an integral member of the team assisting clients on various day-to-day activities including communication, administration, implementation of investment plans, establishing efficient processes and providing investment deliverables. Lisa is also a member of the team’s investment selection committee. With over 20 years of experience working with high-net worth individuals, multi-generational families and institutions, Lisa has the foresight and analytical skills to add value to every client experience.
Lisa joined UBS in 2015 after 17 years as Vice President of Business Development at Alexander Capital. In her spare time, Lisa enjoys spending time with her daughter Olivia. She is an avid yoga practitioner, mentor and teacher.
Emma supports the mission of the team to provide comprehensive wealth management. As a Wealth Strategy Associate, Emma helps with financial planning, tax coordination, operations and administration. Her responsibilities include ensuring clients financial goals and needs are met efficiently and that processes are running smoothly. Emma helps access the many resources available within UBS to our clients. This includes education on account services and wealth management resources, managing service requests and preparing client reports. Emma also works closely with the team in developing and fostering relationships with the next generation of investors.
With over 25 years of experience advising affluent individuals, multigenerational families, and business owners, Kristin shares in the value of hard work. As a comprehensive wealth manager, she takes a hands-on approach to engage and intimately understand how to help clients build on their success. Kristin believes the best results start by having a plan that is customized to each client before they make any investment recommendations. Dedicated to enabling clients to make more informed decisions on every aspect of their financial lives with confidence and clarity, Kristin’s personal accessibility and commitment are the cornerstones of each of her relationships. As a founding partner of Edgewater Wealth Management, Kristin is responsible for collaborating with experts across UBS accessing an incomparable range of capabilities and solutions creating a team clients can trust to guide them forward.
Kristin began her career at Sanford C. Bernstein as a Financial Advisor in 1997. Always focused on providing wealth planning solutions, she joined Morgan Stanley in 2003 before joining UBS in 2009. A strong believer in giving back, Kristin contributes her time, through varying networks of business leaders and activities, empowering future generations of women to new levels of success. Kristin is an active member in the town of Weston, CT where she lives with her husband and three daughters. On any given weekend, she can be found at youth sporting events cheering on her daughters’ lacrosse and soccer teams. Kristin is also an arts enthusiast, skier, and world traveler.
Dean combines his desire to help people using analytical skills honed by a background of engineering experience and corporate finance, broadened by professional certifications.
The opportunity to make a difference in people’s lives is what has driven Dean during his 27 years as a financial advisor. His focus with private clients includes financial planning, portfolio management and retirement planning. Two specialized client segments include divorced clients and special needs families. Dean uses his Senior Retirement Plan Consultant experience to work with business owners on their 401(k) plans and provide educational support for plan participants.
Prior to entering the financial services industry, Dean was the Director of Finance for the Consumer Products Group at Olin Corporation. He has a B.S. degree in engineering from the University of Maryland and an M.B.A. in finance from the University of Connecticut. Dean is active with the Eagle Scout program in the Connecticut Yankee Boy Scout Council and past President of the Connecticut Society of the Sons of the American Revolution. Dean lives in Fairfield, Connecticut, with his wife, Laurie, and their three children. Dean and his family are members of the Fairfield Beach Club where he enjoys playing tennis. He is also an avid motorsports fan.
Kevin looks beyond investments to focus on every aspect of his client’s financial life. As a CFP, he does so in conjunction with client accountants, attorneys, and other associated professionals. With a career spanning 25 years, he has built a reputation as a comprehensive wealth manager helping business owners, corporate executives, multi-generational families, and high-net worth individuals achieve their goals.
Kevin lives in Easton, CT with his wife Jody where they raised their three children. He and his family are active in various sports such as skiing scuba diving and hiking. Kevin is a proponent of sustainability having the first PV solar panels in this town and driving a fully electric car.
Robyn is dedicated to building trust and credibility, helping individuals, business owners, and families across generations prepare for life’s expected and unexpected moments. By fostering open discussions about lifestyles, goals, and priorities, Robyn’s greatest satisfaction stems from skillfully anticipating and understanding clients’ needs. Her distinctive style combines empathetic listening, guidance, and a blend of experience and confidence.
Prior to joining UBS, Robyn was with AllianceBernstein Institutional Investments. She was a specialist in the defined contribution practice working with the nation’s largest retirement plans. She was integral in the planning and introduction of investments most used to help Americans save for retirement. She started her career at CIBC Oppenheimer responsible for investment manager research and client portfolio construction. Robyn is a staunch advocate for helping underserved women survive breast cancer with support and dignity through her work with Westport-based Pink Aid, Inc. Robyn lives in Westport, CT with her husband Jason and two children.
Angela oversees all day-to-day operational and administrative needs of the team. She works closely with the team and our clients, processing requests, providing documentation, coordinating projects, and implementing the client onboarding process. Her attention to detail, problem-solving abilities and dedication to our clients deliver a quality experience and service reliability.
Angela began her career in financial services in 2004 with her focus on providing exceptional client service and support, which she strongly believes in, and continues to practice. Angela enjoys being a grandma, biking and engaging her creative side in writing, drawing and fashion.
Lisa prides herself on providing the ultimate client experience. Lisa excels in reinforcing our team’s commitment to providing the highest in personalized service to clients. She is an integral member of the team assisting clients on various day-to-day activities including communication, administration, implementation of investment plans, establishing efficient processes and providing investment deliverables. Lisa is also a member of the team’s investment selection committee. With over 20 years of experience working with high-net worth individuals, multi-generational families and institutions, Lisa has the foresight and analytical skills to add value to every client experience.
Lisa joined UBS in 2015 after 17 years as Vice President of Business Development at Alexander Capital. In her spare time, Lisa enjoys spending time with her daughter Olivia. She is an avid yoga practitioner, mentor and teacher.
Emma supports the mission of the team to provide comprehensive wealth management. As a Wealth Strategy Associate, Emma helps with financial planning, tax coordination, operations and administration. Her responsibilities include ensuring clients financial goals and needs are met efficiently and that processes are running smoothly. Emma helps access the many resources available within UBS to our clients. This includes education on account services and wealth management resources, managing service requests and preparing client reports. Emma also works closely with the team in developing and fostering relationships with the next generation of investors.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
We can help you build a comprehensive financial plan by bringing together all the resources you need under one roof. We make it easy and efficient to do business, access solutions and get clear answers to make informed decisions.
But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets. No matter what's happening in the markets, at home or throughout the world, we're with you and your family.
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.
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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