Waterfront Financial Group is here to help make your financial life simpler. As Stephen Covey said, “What do we live for, if it is not to make life less difficult for each other?” At WFG, we take this to heart each and every day.
Your financial life may not be simple, but it is our job to make it less difficult. We are here to help. Our true skill set is to make the complexity of your financial life more understandable so that you can achieve peace of mind about your own financial well-being.
Our team should be your trusted advisor knowing that we need to earn that trust every day.
Mission & Core Values
“Our mission is to consistently and happily deliver a concierge level of service to clients that desire a personal approach to their financial matters.”
Core Values:
- Authentically Care about YOU
- Consistent Passion for Service Excellence
- Responsive and Proactive Communication
Our History
Our firm was founded in 2024 to serve the needs of a client base who need and want a personalized, consistent level of service and who want to rely on their CPA and financial planner as a trusted advisor. The principals of the firm have extensive experience in serving clients and have proven track records around providing valuable and insightful advice that makes a difference in the client’s life. Since our formation, we have added and will be adding other professionals to the firm who share this same sense of client focus and commitment.
Our Team
Our team is unique in that it is made up of very experienced professionals who have many years of experience serving high net worth clients.