WatersEdge Wealth Management
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
2124 DuPont Ave S Ste 103, Minneapolis, ...Phone Number
(612) 481-4395Revenue
<$5 MillionIndustry
About WatersEdge Wealth Management
WatersEdge Wealth Management specializes in providing personalized financial strategies aimed at empowering mid/late-career professionals, entrepreneurs, solopreneurs, retired individuals, and LGBT+ women to build wealth. Their approach focuses on creating meaningful relationships with clients, ensuring clarity and purpose in their financial journeys. The company emphasizes the importance of an evolving financial plan that adapts to clients' goals and life changes. With a mission to promote economic freedom for women, WatersEdge aims to break down barriers that prevent women from managing their finances effectively.Explore more
WatersEdge Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
WatersEdge Wealth Managem...
<$5M
1-10
Private
-
2005
BN
Beth NavaraManager, Operations & Client Services
WatersEdge Wealth Management Tech Stack
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WatersEdge Wealth Management specializes in providing personalized financial strategies aimed at empowering mid/late-career professionals, entrepreneurs, solopreneurs, retired individuals, and LGBT+ women to build wealth. Their approach focuses on creating meaningful relationships with clients, ensuring clarity and purpose in their financial journe... Read More
