You deserve a financial partner who will work with you to address all aspects of your wealth.

Simplify your financial life, work toward your financial and familial goals, leverage your financial opportunities, and manage your financial risk.

Real wealth is more than just a number. Real wealth is knowing you have the freedom to spend your time the way you want to spend it.

Waterfront Financial Group’s Family Financial Office offers advice and guidance in the following areas:

  • Regularly scheduled monthly meetings
  • Regular phone/Zoom check-ins as needed and requested
  • Regular review of family financial objectives and goals (e.g., financial education, budgeting, financial planning updates, etc.)
  • Regular review of investment policy statements
  • Regular risk assessment
  • Wealth strategies and wealth planning
  • Bucket list purchases/Planned large expenses
  • Emergency funding
  • Lines of credit review
  • Gifting
  • Life Insurance Planning
  • Impact Investing
  • Family index number
  • CFO Services (review and recommendations available upon request)
Waterfront Financial Group believes in placing your best interests first and is proud to commit to the following five fiduciary principles: 

Waterfront Financial Group believes in placing your best interests first and is proud to commit to the following five fiduciary principles: 


1. Always put the best interests of the client first
2. Act with prudence; that is, with the skill, care, diligence, and good judgment of a professional
3. Provide full and fair disclosure of all important facts
4. Fully disclosing and fairly managing, in the client’s favor, any unavoidable conflicts

Schedule a Complimentary Consultation

Thank you!
Oops!