edgewater asset management
  • Home
  • About
  • Services
  • Contact

We guide your investments throughout life based on your life story.


Services


Personal Investment Policy
Assisting Trustees
Executive Packages

Retirement
Inherited Wealth

Education Funding
Philanthropy Strategy

Process
Financial Expertise
Fees
As a fiduciary, Edgewater manages discretionary accounts for U.S.-based clients with investment assets held at the client’s custodian of choice. We also offer non-discretionary services. Our services are guided by the client’s stated objectives, situation and tax considerations.

If you experience a significant change in life -- such as widowing, retirement, marriage, birth of a child, career move, divorce, or inheritance -- we guide you towards a personal financial policy that best suits the current situation of your life.

Edgewater improves a client's life by helping them make lifelong financial decisions that directly affect what is happening in their lives today.
Proudly powered by Weebly
  • Home
  • About
  • Services
  • Contact