Our Firm
Through our own success stories and advising successful families for many years, we understand how challenging it can be to navigate the complexity growing wealth brings.
We serve as the central point of contact for your financial team, working closely with your CPA, attorney, insurance advisors, and other specialists to ensure every aspect of your financial life works together seamlessly.
We created the Firm Foundation Wealth Strategy™—a process built for families with complex wealth who need more than just generic advice. It’s a strategic, integrated approach that helps you grow and protect wealth, reduce taxes, and create lasting impact.
If our approach aligns with your vision, let’s connect and explore the possibility of working together.
Part of a Wider Mission in Wealth Management
While each advisory team at NewEdge Advisors operates as an independent practice, the choice to partner with NewEdge Advisors is an active decision to join a movement of successful advisors in the relentless pursuit of an improved client experience.
We are a network of top practitioners in our field who are entrepreneurs, thought leaders, and problem solvers who believe that sharing resources, experiences, and best practices across a network of like-minded professionals contributes to increased success. Together, we are shaping the future of our industry.