EDGEWATER WEALTH MANAGEMENT
At Edgewater, we help clients bridge the gap between today’s hopes and tomorrow’s purposeful reality. Our name represents our home base in Tacoma, Washington, where we’re surrounded by views of the bay and the Tacoma Narrows Bridge—a landmark we think perfectly depicts our clients’ financial journeys. We’re here to lead them on a secure path as they pursue their goals with clarity, confidence, and the assurance that a trusted team of professionals is looking out for them every step of the way.
GROWTH THAT ENDURES
Our mission at Edgewater is to provide world-class financial guidance that our clients can rely on for years to come. We founded this firm because we believe that by developing a team of experienced professionals, we can offer clients greater peace of mind about their financial future.
Our founding partners, C.W. Middleton and Tyler Hjelseth, started their careers in 2002 and 2012, respectively, and Tyler spent several years under C.W.’s mentorship when C.W. was Managing Director of the Tacoma office. As their individual practices grew, they often partnered to work together with certain clients, and they saw the value they could offer clients by sharing their expertise and resources. So, in 2019, with the vision to create a sustainable, continuously evolving support system for their clients, C.W. and Tyler joined forces and founded Edgewater Wealth Management.
In just two years, the firm doubled in size, and in July of 2022 they added a third partner, Kevin Johnson, CLU®, ChFC®. Kevin brought with him over 35 years of experience in the financial industry thus expanding the team’s expertise & carrying out the vision to grow with advisors who share the Edgewater mission and values. Today they continue to add talented advisors to their team to support their growing clientele.
HERE FOR YOU, HERE FOR LIFE
When you partner with Edgewater, you gain the support of multiple professionals who each specialize in a unique area of planning. We collaborate constantly, so clients receive comprehensive insight from a team of people who thoroughly understand their financial situation. We love what we do, and we’re passionate about seeing our clients succeed. Our firm is constantly evolving, and we’re excited to help our clients grow and achieve their goals for many more years to come.