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Edgewater Management Partners LLC

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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Simon W

Series 65

Fort Lee, NJ

Edgewater Management Partners LLC

Simon Wu is a financial advisor at Edgewater Management Partners LLC in Fort Lee, NJ, holding a Series 65 designation with five years of industry experience. He has been with Edgewater Management Partners since 2019. Edgewater Management Partners LLC provides discretionary investment management focused on equities and options for a small client base primarily consisting of high-net-worth individuals, trusts, estates, and other entities, including a notable portion of non-U.S. investors. The firm employs an equity long-short strategy using fundamental analysis and proprietary models, actively utilizing derivatives and borrowing within separately managed accounts.

Options & derivatives strategies Active portfolio management
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