Waterfront Wealth Inc.

Overview

Waterfront Wealth Inc. is a registered investment adviser based in Overland Park, Kansas, offering portfolio management and financial planning services to individuals and institutions across the United States. The firm manages approximately $890 million in assets as of December 31, 2024, providing discretionary and non-discretionary investment advisory services. Their investment strategies include active fund strategies, exchange-traded fund strategies, and individual security strategies, all tailored to meet the unique needs of their clients. The firm operates under fiduciary standards, ensuring that it acts in the best interests of its clients. Fees for portfolio management services are negotiable, not exceeding 1.5%, and are prorated and billed quarterly. Waterfront Wealth Inc. does not accept performance-based fees and does not manage accounts with conflicting fee structures simultaneously. The firm's mission is to improve the quality of life for its clients by providing sound fiduciary guidance based on their individual needs and goals. They offer a range of services, including portfolio management, financial planning, and retirement plan services, to a diverse client base, including businesses, individuals, and charitable organizations. The firm has been recognized for its disciplined approach and commitment to delivering long-term value to its clients. Their team of fiduciary, fee-only advisors has been serving select families across the United States for over 10 years, with some advisors having over 35 years of experience. The firm's leadership includes Chief Investment Officer Chris Harrington, who has been recognized with a 5-star Morningstar rating on two different strategies, reflecting the firm's commitment to excellence in investment management. Waterfront Wealth Inc. operates two locations: one in Overland Park, Kansas, and another in Ocala, Florida, providing comprehensive financial advisory services to clients in these regions and beyond.

Investment Focus

• Accredited investor status required
• Alignment with firm's investment philosophy and strategies

Portfolio Companies