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Broker Check

One Blue Hill Plaza, 7th Floor Cetera Investors, Pearl River, NY 10965

845-940-2110
watersedgewm@ceterais.com
Client Portal

Turning Your Assets
Into Reliable Retirement Income

Retirement requires a different approach than the accumulation years. We specialize in helping clients transition their savings into dependable monthly cash flow.

What 
We Do

Our Focus

 

We focus on what happens next: how to turn those assets into reliable income, when to claim Social Security for maximum benefit, and how to transfer wealth to the next generation in the most tax-efficient way possible. 

Who 
We Serve

Who We Help

 

We work with people who are entering or already living in retirement and need specialized guidance for this transition.

Who 
We Are

About Us


WatersEdge helps guide you into retirement with clarity and confidence, offering thoughtful strategies for income, Social Security, and legacy planning.

Custom Solutions For Every Need

Fee-Based Financial Planning

Select the planning services that align with your goals. Offered hourly, à la carte, or through a subscription model. No investment required

Asset Management

Comprehensive investment management services with fees based on assets under management. Investment minimums apply.

Explore Services
Social Security Planning

Social Security Planning

When you claim benefits affects your lifetime income. We analyze your situation to determine the optimal timing and strategy for you.

Income Distribution Planning

Income Distribution Planning

Your assets need to generate reliable cash flow without running out. We build withdrawal strategies that balance your spending needs with long-term sustainability.

Wealth Transfer

Wealth Transfer

Passing assets to the next generation requires careful structuring. We help you transfer wealth efficiently while minimizing tax burdens for your heirs.

Tax-Managed Investing

Tax-Managed Investing

Where you hold your assets matters as much as what you own. We structure portfolios to reduce your tax liability throughout retirement.

About Us
A Thoughtful Approach to Retirement

Christine entered the financial services industry in 2008, and founded WatersEdge Wealth Management in 2023 with a focus on helping clients transition from accumulation to distribution. Our team specializes in the income planning and Social Security strategies that make retirement work for the people we serve.

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Contact Us
Ready to Plan Your Retirement Income?

If you're approaching retirement or already there and want guidance on making your assets work for you, let's talk. Schedule a conversation to discuss your specific situation and explore how we can help you create sustainable income for the years ahead.

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