Waterfront Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Waterfront Wealth Management
Team photo for Waterfront Wealth Management

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Advisors

Advisor photo for Rufus Cressend

Rufus Cressend

CFP®, BFA, CRPC, APMA®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Rufus Cressend's website
Advisor photo for Jarod L Hopper

Jarod L Hopper

MBA, BFA, CRPC, APMA®, CEPA®

Financial Advisor

Visit Jarod L Hopper's website
Advisor photo for James Ray

James Ray

APMA®

Financial Advisor

Visit James Ray's website
Advisor photo for Ellen Morvant

Ellen Morvant

CFP®, APMA®, CSRIC®

Financial Advisor

Visit Ellen Morvant's website


Team

Gina Huth

Gina Huth

Client Concierge

Dawn M. Hall

Dawn M. Hall

Operations Director,

Chief Operating Officer of Waterfront Wealth Management
Shelby Cressend

Shelby Cressend

Financial Planning Specialist