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.

07/22/2026

Know the difference between persistence and stubbornness. Persistence is a commitment to dealing with a challenge. Stubbornness is trying the same tactic over and over again until it finally works.

07/20/2026
07/20/2026

Welcome to “prime time,” a surprisingly dynamic period of life.

07/17/2026

New research says joy, not shame, is what makes better habits stick. Here's the 5-step method two UBC psychologists use to build them.

07/15/2026

The gap between average savings rates and today’s top low-risk returns remains surprisingly wide.

07/13/2026

The typical U.S. household got wealthier over 30 years, but the path included a steep Great Recession drop. Home values and stock gains helped rebuild household wealth, pushing median net worth above its 2007 peak by 2022.

07/10/2026

The star-studded nuptials in New York City were also a massive marketing event for numerous brands.

07/08/2026

Smartglasses are a new consumer-tech arms race for the last and best real estate on our bodies. So what are we supposed to do with them?

Have you ever seen this image?This breathtaking view of Wharariki Beach in New Zealand, often seen on screen savers, is ...
07/07/2026

Have you ever seen this image?

This breathtaking view of Wharariki Beach in New Zealand, often seen on screen savers, is more than just a beautiful image. It represents a destination. A dream. A reward for years of hard work and disciplined financial planning.

Unfortunately, I talk with many individuals who, while having the necessary funds to visit places like this, have trouble shifting from a lifetime of frugality to actively enjoying their wealth. The discipline that built your success can sometimes make it challenging to embrace the very freedom it was designed to create.

The goal of wealth accumulation isn't just about securing a future; it's about funding a life rich with the experiences you've always envisioned.

Knowing that probably doesn’t make the psychological hurdle of transitioning from a “saver’s” mindset to a “spender’s” mindset any easier. So, if you're finding it difficult to start enjoying the wealth you've worked so hard to build and keep, let's have a conversation.

As Dr. Seuss says: “You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose…You're off to Great Places! Today is your day! So… get on your way!”

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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