Traditional wealth management can feel impersonal and opaque – leaving women excluded from the process and unclear about their financial futures. Too many women feel disconnected from their wealth – uncertain if their money is truly working for them and frustrated by financial advisor services ...more

Traditional wealth management can feel impersonal and opaque – leaving women excluded from the process and unclear about their financial futures. Too many women feel disconnected from their wealth – uncertain if their money is truly working for them and frustrated by financial advisor services that don't reflect the life they actually want to live. That’s why I take a different approach – one that provides the understanding and purpose you’re seeking in your wealth journey. For more than 20 years, I’ve helped women take control of their financial futures with strategies that bring clarity, confidence, and long-term security. As an Accredited Investment Fiduciary (AIF®), I’m committed to ensuring my clients receive transparent, values-aligned financial advice that puts their best interests first. My work has been recognized industry-wide – I’ve been named a Five Star Wealth Advisor for six consecutive years, and in 2022, I was honored as one of the "Top Women in Finance" by Finance and Commerce magazine. At WatersEdge Wealth Management, great financial advice starts with active listening. We craft personalized wealth management strategies that align with your life and values, ensuring you feel heard, supported, and in control. With your best interests at heart, we blend knowledge and empathy to solve even the most complex financial challenges – turning possibilities into plans that truly work for you. 🟡 Want to learn more about how we can help you transform your wealth? Send me a message or visit our website at WatersEdgeWealthManagement.com. --------------------------------------------------------- Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Northrock Investment Management is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosuresless