WatersEdge Wealth Management

WatersEdge Wealth Management Jonathan Waters, CFP®, ChFC®, RICP®

Knowledge is the key to a successful financial future. (410) 785-7654.

Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory

services, retirement planning, estate strategies, employee benefit and retention services, business communication strategies, and trust services. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I am licensed to sell insurance products in the following jurisdictions:
AL, AZ, CO, DC, DE, FL, GA, HI, IA, IN, LA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WV. I am licensed to sell securities in the following jurisdictions:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MD, MI, MN, MO, MS, MT, NC, NJ, NY, OH, PA, SC, SD, TX, UT, VA, VT, WA, WI, WV. I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC, member SIPC(www.sipc.org). Supervisory address; 11350 McCormick Rd., Executive Plaza IV, Suite 200, Hunt Valley, MD 21031. WatersEdge Wealth Management is not a subsidiary or affiliate of MML Investor Services, LLC or its affiliated companies.

06/03/2026

GM, Ford and Toyota have said they are planning for new-car sales to stagnate or shrink this year, as prospective buyers stay on the sidelines of the market.

Listening to people talk about their dreams and goals always makes my day! As an advisor, I get to help many people achi...
06/02/2026

Listening to people talk about their dreams and goals always makes my day! As an advisor, I get to help many people achieve their dreams, and over the years I can tell you there are two types of dreams I see the most.
1. Travel. Most of my clients want to "see the world", experience different cultures, and see the beautiful sights that make our planet so lovely.
2. Create. Many people feel the urge to build or make something with their own two hands — from writing a novel, restoring a classic car, or building a treehouse for their grandkids.
Reflecting on this made me think of a story I once heard that incorporates both types of goals. It’s the story of the Guoliang Tunnel.
The village of Guoliang lies in the Taihang Mountains in central China. For most of its history, it could only be reached by a rugged path carved into the mountainside. In many respects, the village was isolated from the rest of China. As the rest of the country began to grow and modernize around them, Guoliang was effectively left stuck in the past. For years, the villagers lobbied the government to build a modern road that could connect Guoliang with the lands below, but to no avail. So, they had a choice: either abandon the village, or build the road themselves.
They chose the latter.
Building a road would be a monumental task. They would have to tunnel through the side of the mountain – and since they had no access to modern construction equipment, they would have to do it by hand. On top of that, to be able to afford the needed supplies, the town had to sell off many of their animals and other provisions.
That wasn’t enough to stop them.
They sent their 13 strongest citizens to carve through the rock and hollow out a road. Those citizens worked for over five years, scraping, digging and chiseling. When they finished, the outside world realized that the people of Guoliang had not only created a road, but a work of art. The tunnel they fashioned was held up by natural rock pillars, creating a series of “windows” in the side of the mountain. It’s a sight that no one who has seen it could ever forget. Today, tourists come from around the world to witness its beauty. It’s a perfect example of the power of planning, perseverance, and community.
Whether your goal is to visit the natural wonders of our planet or build something with your own two hands, I wish you the best in your endeavors — and am always happy to help!

06/01/2026

Your business doesn't have to have a physical location to be successful — or a lot of employees. Here's the not-so-secret secret to doing it.

We had such a wonderful time with clients and friends at our crab feast yesterday. Perfect weather. Amazing music. Great...
05/31/2026

We had such a wonderful time with clients and friends at our crab feast yesterday. Perfect weather. Amazing music. Great food.

Thanks to everyone that came and spent part of their weekend with us. We hope you had as much fun as we did!

05/29/2026

AI-generated investment portfolios are highly concentrated in large-cap tech stocks, particularly semiconductors, according to a new National Bureau of Economic Research working paper.

05/27/2026

Many investors, bankers and analysts are wondering not whether a reset in the markets is coming, but what the trigger will be.

This Memorial Day, we thankfully remember those who have fought, who are fighting, and who will continue to fight to pre...
05/25/2026

This Memorial Day, we thankfully remember those who have fought, who are fighting, and who will continue to fight to preserve our liberty and the right of all people to live in freedom.

As we pause to give thanks on this holiday, let’s fly our flags a little more proudly and keep alive the spirit of American patriotism that is burning bright in us today.

05/25/2026

With the prices of beef, hot dogs and tomatoes all higher, feeding a holiday crowd is costlier this year.

05/22/2026

Quick-moving domestic athletic brands are now able to match American quality and cachet in the hypercompetitive and increasingly nationalistic market.

05/20/2026

As Q2 unfolds, many brands quietly realize their early-year strategies aren't delivering as expected. This is the moment that separates stagnant brands from growing ones.

Address

11350 McCormick Road, Executive Plaza IV, Suite 200
Hunt Valley, MD
21031

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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