Welcome to Waterfront Financial Group
At Waterfront Financial Group we specialize in developing comprehensive, long-term investment strategies and retirement income plans for business owners, individuals, families and people in transition. For example, people who are changing jobs, planning for retirement, or approaching any of life’s crossroads. As a boutique, client-centered financial consulting firm, we collaborate with our clients to create a customized solution to pursue their investment objectives.
Our goal is to help you protect what matters most to you—the lifestyle you enjoy today and anticipate for tomorrow, the ongoing strength of your business, where and how you will live in retirement, and the legacy you will leave. We believe that protecting your wealth and your lifestyle requires careful, clear and confident planning to help ensure the wealth you have accumulated supports the lifestyle you desire now and throughout your retirement.
We help people in transition get financially organized for the future.
Providing an accountable, customized strategy is what drives us.
Advantages of Independence
As independent advisors, we have the advantages of independence and focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.
As an independent investment services firm we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. We spend our time developing customized strategies for the unique challenges you face.
Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.
* As reported by Financial Planning magazine, June 1996–2011, based on total revenue.
About LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective, conflict-free advice and investment recommendations.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2014, based on total revenues.
Meet Our Team
To learn more about us, contact us today.