Edgewater Asset Management serves a limited clientele with personalized investment programs, wealth management and tax strategies to maximize your expectations for life.

We specialize in individuals, families, trusts, pensions, and corporations seeking attractive returns from their entire portfolio. Our fiduciary business model encompasses an entire financial framework for high quality growth in a tax-managed environment. Our nimble ability allows us to customize investment portfolios based on the big picture including all your financial assets -- not just those managed by Edgewater.

It's more than the individual investments we buy and sell. Edgewater collaborates to identify the best mix of investments that supports the way you want to live, today and in the future.

We aspire to provide unsurpassed discretion and support to a select, pre-qualified group of clients who typically have a total of $500,000 in investable assets. Edgewater strives to work with people who mutually align with our values and collaborative approach. If you are committed to growing and managing your personal wealth based on your current life story, we invite you to contact us. 

Growing your wealth is our top priority, not growing our client list.