NewEdge Wealth
NewEdge Wealth is a registered investment advisor purpose-built to serve the needs of ultra-high net worth, family office, and institutional clients. NewEdge combines the benefits and security that clients expect with the flexibility and choice that comes with independence. The firm delivers a personalized approach to wealth management that simplifies the process for clients by offering comprehensive solutions and anticipating their needs ahead of time. NewEdge Wealth is a division of NewEdge Capital Group, a leading provider of best-in-class, technology-enabled solutions for financial advisors.
ABOUT NEWEDGE
NewEdge Wealth offers personalized strategies designed to simplify clients' financial lives while helping them achieve their long-term objectives.
The firm is part of NewEdge Capital's broader ecosystem of two RIAs and a broker/dealer.
NewEdge Capital Group is the umbrella organization for NewEdge Advisors, NewEdge Wealth and NewEdge Securities.
KEY OFFERINGS
Advanced Wealth Strategies.
NewEdge Wealth collaborates with clients to develop customized wealth plans that align with their unique goals and circumstances.
Expansive Investment Offerings.
Clients have access to a broad range of investment options, including traditional and alternative assets, tailored to their specific needs.
Premier Intellectual Capital.
The firm leverages extensive research and expertise to inform investment decisions and provide valuable insights.
Advantage-Driven Technology.
Utilizing advanced technology platforms, NewEdge Wealth enhances the client experience through efficient portfolio management and reporting tools.
Concierge Personal Service.
Dedicated advisors offer personalized service, ensuring that clients' financial needs are met with the highest level of attention and care.