Edgewater Wealth Management - Tacoma (WA)

5 /5 Dylan Gaydosh: Bailey Martin at Edgewater Wealth Management has been an absolute pleasure to work with! From our very first meeting, I felt heard and understood. Bailey took the time to thoroughly explain complex financial concepts in a way that was easy to grasp, and I never felt rushed or pressured to make decisions. What truly impressed me was Baileys genuine care and commitment to my financial well-being. They took a holistic approach, considering not just my investments but also my long-term goals and personal circumstances. The strategies and advice provided have been incredibly insightful and have given me a real sense of confidence about my financial future. Communication has been excellent – Bailey is always responsive and proactive in keeping me informed. I appreciate their attention to detail and the personalized service Ive received. I highly recommend Bailey Martin and Edgewater Wealth Management to anyone seeking knowledgeable, trustworthy, and dedicated financial guidance.

5 /5 Sam Thomassen: Working with Edgewater Wealth Management in Tacoma has been one of the smartest choices I’ve made. Their team has a rare combination of depth and balance, offering a wide range of services without ever losing focus on what really matters. They manage investment portfolios with a calm steadiness, always alert but never reactive. It gives me a sense of stability, knowing they’re looking ahead and making thoughtful decisions, even when the markets get noisy. What I value most is their ability to bring perspective. They take complicated financial concepts and frame them in a way that actually connects to real life, without oversimplifying. It’s clear they respect both the details and the bigger picture. I trust them completely with my money. And for someone who doesn’t hand out trust lightly, that says a lot.

5 /5 Shawn Jennison: Partnering with Edgewater Wealth Management has been a great experience. Their professional advocate network has been a great way for me to connect and form relationships with other local business leaders. Edgewaters commitment to Targas success makes them a highly valued partner.

5 /5 Ryan Schumacher: I have nothing but good things to say about working with Edgewater Wealth Management! Their team is attentive, knowledgeable, and always available to answer questions. Bailey took good care of getting my family the coverage we needed at a time when our family was growing! If you have any insurance or investment needs, look no further!

5 /5 Connor Naccarato: The team at Edgewater Wealth Management has been great to work with. Bailey has been helpful, communicative, and a pleasure to work with. Thanks for helping my family and I set ourselves up for the future. I highly recommend Edgewater for your insurance and investment needs.