Simplifying today for tomorrow and beyond.

NewEdge Wealth can help simplify, organize and manage the demands your wealth has on your life today, while also delivering a customized wealth strategy to help achieve your legacy for tomorrow and beyond.

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It’s not just about doing more with your money. It’s also about doing more with your time.

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No organization has a monopoly on great ideas

At NewEdge Wealth, we have assembled research from across many of the large Wall Street firms and banks in order to help our clients achieve their goals.

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NEWEDGE CAPITAL GROUP

Recent Accolades

Barron’s rankings awarded in September 2024 based on prior 12 month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24.

Wealth Management Solutions Built Around You and Your Unique Life

NewEdge Wealth Support for Multigenerational Wealthy Families

Generational Wealth

Wealth Strategy designed to simplify the complexities of your life while establishing the legacy you want your family to leave behind.

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NewEdge Wealth Family Office Support

Family
Offices

Outsourced CIO services or investment services that compliment your existing strategies plus technology to coordinate it all.

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NewEdge Wealth Support for Successful Entrepreneurs

Successful Entrepreneurs

Meeting the challenge of balancing the financial demands of your company and building your personal financial stability.

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Corporate Executives

Simplifying and coordinating the complexities your corporate career has brought to your personal finances.

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Private Equity Professionals

Wealth strategy created specifically for your career, when so much of your personal and professional finances are intertwined.

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WEALTH STRATEGIES

Creating an Intentional Legacy

For many families with multi-generational wealth or successful entrepreneurial ventures, the process of setting a wealth strategy can be fraught with difficult decisions and prickly obstacles. The complexities of their wealth, not to mention the personal dynamics of children, families, employees and friends, make each decision they are faced with more difficult. Moreover, their circumstances and needs simply go far beyond what typical financial planning provides.
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When the Will is Gone

There is a presumption under the law that when a Will is destroyed, the Testator (i.e., the person who created the Will) intended for it to be destroyed. But what happens when an original copy of a Will (or a Revocable Trust) is accidentally destroyed or lost?

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|Nov 11, 2024

Employee Stock Options

Stock compensation plans offer significant opportunities for wealth accumulation. However, the complexity of these plans and the diversity of how they can be structured can often lead to confusion.

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|Sep 8, 2023

2023 Wealth Strategy Guide

A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.

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|Feb 10, 2023

Boutique Wealth Management with Global Capabilities

NewEdge Wealth seeks to provide a select group of clients with the ultimate level of service and attention to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client and their advisor in order to create a stronger, more personal relationship.

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The Weekly Edge

From the Office of the CIO

My Friends Over You: International Equities into 2025

by | November 15, 2024 | The Weekly Edge | 0 Comments

Though you swear that you are trueI'd still pick my friends over you “My Friends Over You”, New Found Glory Sporting Vans sneakers, hair gel, cargo...
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Webinars & Events

 

Legacy Leaders: Estate Planning for Business Owners

by | October 29, 2024 | Webinars | 0 Comments

Watch the latest webinar hosted by Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth, and Jennifer Jordan McCall, Partner at Pillsbury Winthrop Shaw Pittman LLP, as they discussed the Internal Revenue Code Section 2036(a) in the context of business entity planning such as gifts of corporate, partnership and limited liability company interests to irrevocable trusts. 

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