Waterfront Advisors

Waterfront Advisors is a wealth management firm in Leawood, KS. The firm provides fiduciary, fee-only advisory services to high-net-worth and ultra-high-net-worth families and foundations across the United States. Their specialized services include asset management, retirement planning, estate planning, investment strategy, education funding, and risk management. The firm maintains a 5.00 rating.

Since 1988, the team has utilized over 35 years of experience in markets and planning to serve their clients. Their approach is built upon the principles of clarity, discipline, and confidence. Through their asset management division, they offer four separately managed account strategies, including Opportunistic Equity, Opportunistic Strategy, Waterfront Balanced, and Waterfront Equity. The firm focuses on a people-first philosophy, coordinating with CPAs and attorneys to assist with the transfer of wealth and the evaluation of long-term care and insurance needs.

The office is located on W 121st St, near Nottingham Downs Park and Blue Valley North High School. The location is a short drive from Metcalf Avenue and West 119th Street, and is situated about 0.4 miles from the local post office.

The business maintains well-documented information online, ensuring their details are easily accessible to those seeking financial guidance. Their digital presence is well-optimized and easy for search engines to read clearly.

Waterfront Advisors provides dedicated fiduciary guidance and personalized asset management to families throughout Leawood and beyond.