Business Details
30 Years
experience
Trusted Financial Advisers in Virginia Beach | Edgewater Asset Management
Founded in 1996, Edgewater Asset Management provides personalized investment programs and wealth management solutions tailored to individuals, families, trusts, pensions, and corporations. Our fiduciary approach prioritizes tax-managed growth and holistic financial frameworks, leveraging over 65 years of combined experience from our leadership team. We specialize in aligning investment strategies with clients' life stories, offering discretionary and non-discretionary services guided by individual objectives and tax considerations. Our team brings deep expertise from Wall Street, risk management, and institutional finance, serving a select clientele with $500,000+ in investable assets.We focus on long-term financial policies that adapt to life changes such as retirement, inheritance, or career transitions, ensuring discretion and collaborative support. With offices in southeastern Virginia, we serve clients nationwide, emphasizing community engagement and financial literacy through board memberships and educational initiatives. Our commitment to outperformance is balanced with diversification and risk mitigation, maintaining a client-centric philosophy that values quality over quantity in portfolio growth.
Services
Personal Investment Policy
Retirement Planning
Inherited Wealth Management
Trustee Services
Education Funding
Philanthropy Strategy
Executive Packages
Details
- Year established: 1996
Highlights and features
- We offer 65+ combined years of financial industry expertise from Wall Street and institutional backgrounds
- Our fiduciary model prioritizes client interests with tax-managed investment strategies
- We serve a select clientele requiring $500,000+ investable assets for personalized service
- Our collaborative approach aligns investments with clients' evolving life circumstances
- We maintain discretionary and non-discretionary service options for flexible portfolio management
Services
Personal Investment Policy
We develop customized investment policies aligned with clients' life circumstances and financial goals. Our approach integrates tax considerations and risk management to create adaptive strategies for long-term growth. Services include portfolio rebalancing, asset allocation, and performance monitoring tailored to individual needs.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams and tax-efficient withdrawal strategies. We help clients navigate pension options, 401(k) rollovers, and Social Security optimization while maintaining portfolio growth potential through diversified investments.
Inherited Wealth Management
We specialize in managing inherited assets through strategic tax planning and phased investment approaches. Our services include trust administration, beneficiary distributions, and integration of inherited wealth into long-term financial plans while maintaining fiduciary compliance.
Trustee Services
We provide trustee services focused on prudent investment management and regulatory compliance. Our approach includes customized portfolio construction, regular performance reporting, and collaboration with legal advisors to ensure trust objectives are met while maintaining tax efficiency.
Executive Packages
Our executive wealth management packages address complex compensation structures including stock options and deferred compensation. We create integrated plans for liquidity management, tax optimization, and long-term wealth preservation tailored to corporate executives' unique financial situations.
People
Lynne Mallory
Co-Founder, Investment Strategist
CFA charterholder with 11 years of Wall Street experience at Merrill Lynch and Chase Manhattan Bank. Specializes in fixed income and equity markets with expertise in long-term trust management and financial literacy education.
Steven Winter
Co-Founder, Risk Management Specialist
Former Merrill Lynch risk manager with expertise in institutional investment strategies. Serves on multiple endowment committees and focuses on market analysis, portfolio diversification, and venture capital opportunities for client portfolios.
Questions
What services does Edgewater Asset Management offer?
We provide personalized investment management, retirement planning, inherited wealth management, trustee services, and executive wealth planning tailored to high-net-worth individuals and institutions.
What is your minimum investment requirement?
We typically work with clients who have $500,000 or more in investable assets to ensure we can provide our specialized services effectively.
Are you a fiduciary financial advisor?
Yes, we operate under a fiduciary standard, meaning we are legally obligated to act in our clients' best interests at all times.
How do you approach risk management?
We use diversified investment strategies combined with regular portfolio reviews to balance growth potential with risk mitigation tailored to each client's risk tolerance.
Do you serve clients outside Virginia?
Yes, we serve clients nationwide from our Virginia Beach headquarters through personalized digital communication and in-person meetings when needed.
How are your investment strategies personalized?
We create customized plans based on your life circumstances, financial goals, tax situation, and risk tolerance, adjusting strategies as your needs evolve over time.
