Who We Are

WaterFront is an investment management firm that focuses on the individual needs of our clients.  Our mission is to know and understand our clients and their goals.  As a result, we design a customized plan for each client aimed at helping to continually stay on track toward long term financial dignity and independence.  Our experience with the ups and downs of the markets and the economy provides perspective as we develop and deliver personalized investment planning. 

We are a proud to be a local Kansas City firm with global reach thanks to an association with Wells Fargo Advisors Financial Network.  In order to provide the highest levels of service to each client, we deliver:

  • A focus on you – your interests always come first
  • A committed Advisor who is your primary contact and your long term relationship manager
  • A culture as a team – with our clients, advisors and the entire WaterFront staff
  • A commitment to frequent client communication - listening carefully to your needs and concerns