Financial Advisors
Tacoma, WA
Composition Wealth (formerly Edgewater Wealth Management) is a fiduciary wealth management firm serving clients across 40+ states with $10B+ in assets under management. Their team of 125+ advisors and industry specialists provides comprehensive financial planning including investment management, tax planning, estate planning, retirement planning, and philanthropic strategy. They take a collaborative, data-driven approach where specialists work together on each client's complete financial picture rather than in silos.
Ideal for: High-net-worth individuals, Business owners, Retirees seeking comprehensive wealth management, Families with complex estate planning needs
Service area: Tacoma, WA and 40+ states nationwide
Fiduciary Standard: As a fiduciary advisor, Composition Wealth is legally obligated to act in your best interest, prioritizing your needs over their own commission or fees.
Collaborative Specialist Team: Rather than working in silos, their 125+ advisors and industry specialists collaborate on each client's behalf, ensuring investment decisions connect to tax planning and estate strategies align with retirement goals.
Comprehensive Planning Approach: They offer integrated services spanning investments, taxes, financial planning, estate planning, and philanthropic strategy to address your complete financial picture.
Address: 2115 N 30th St #102, Tacoma, WA 98403
Phone: (253) 240-0080
Website: composition.com
Looking for more options?
See more Financial Advisors in Tacoma →