BRIDGING THE GAP BETWEEN TODAY’S VISION AND TOMORROW’S REALITY.
EMBRACE WHAT’S POSSIBLE
At Edgewater Wealth Management, we want you to see your financial world in a whole new light. Whether you have specific financial concerns or you just want to be sure you’re doing the right things in general, we’ll help you uncover the best path to accomplish your goals and discover new avenues for growth.
There are opportunities out there you might never have considered, and our job is to give you the peace, confidence, and insight to pursue them. We are passionate about providing holistic support for your wealth journey, and our mission is to lighten your load and give you clarity to move confidently in the direction of your dreams.
ANNOUNCEMENTS FROM EDGEWATER WEALTH MANAGEMENT
Forbes Honors Edgewater Wealth Management Advisors
Kevin Johnson and Tyler Hjelseth were recently named to Forbes Financial Security Professionals List. We are so proud to be ranked as a top financial security professional and want to send a big thank you to the rest of our team here at Edgewater and our colleagues at Northwestern Mutual. Here’s to our clients who have given us their trust in helping them reach their goals! We couldn’t have done it without you.
FORBES "BEST-IN-STATE" TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2023). RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 12/31/2022. FORBES "BEST-IN-STATE WEALTH ADVISORS" LIST (APRIL 2023), RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 6/30/2022. NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.
Nick Nishi Joins Edgewater Wealth Management
We have some exciting news to share!
Effective July 1st, 2023, Nick Nishi is joining Edgewater Wealth Management as Financial Advisor working out of the Seattle office. Edgewater is committed to serving our current and future clients with the best minds in the business and Nick is just that. Nick was the #1 first year advisor in the Western Region for 2021 and the number #6 second year advisor in the country for 2022.
Nick will continue to work with his current clients while here at Edgewater. He specializes in working with executives and families in the public tech space such as: Amazon, Microsoft, Google, Meta and more.
We are thrilled to have him on the team and excited for our future endeavors.
Edgewater Continues to Earn Accolades
Forbes has recognized both Kevin Johnson and C.W. Middleton as Best-In-State Wealth Advisor for 2023. We are honored that Forbes has awarded us this distinction in recognition of all the hard work we do for our clients. We would like to thank our wonderful clients and the rest of our team behind the scenes that made this possible.
We are looking forward to what the future has to offer as we continue to endeavor to be the best and help our clients achieve their goals!
Kevin Johnson, CLU®, ChFC® Joins Edgewater Wealth Management
We have some exciting news to share!
To best serve you, our firm is expanding its resources and joining forces with advisor Kevin Johnson, CLU®, ChFC®. Kevin officially joined our team as a partner on July 1st, 2022, bringing with him over 35 years of experience in the industry and two members of his team Steven Ward and Nik Pagliai. In addition, Kevin was named by Forbes as a Best-In-State wealth advisor in 2022.
We’re incredibly excited for you to meet them. And don’t worry—this won’t change your relationship with our team. You’ll still work with the same people you know and trust; we’ll just have additional expertise to support your financial goals.
If you have any questions at all, please don’t hesitate to contact us! We look forward to serving you and your family in the years to come, and we’re here for you whenever you need us.
Edgewater Wealth Management Sponsors Local Golfer on the PGA Tour
Andrew Putnam, a local professional golfer and longtime friend of Tyler’s, is part of the PGA tour, and Edgewater Wealth Management is sponsoring him! Andrew is a valuable member of our community, and we’re excited to be part of what he’s doing this year.
You can learn more about Andrew and our sponsorship here, and you can follow the PGA Tour online at PGATour.com.