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.

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.

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.

NewEdge Wealth Family Office Support

Family
Offices

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

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.

Corporate Executives

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

Private Equity Professionals

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

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.

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.

Latest Weekly Summary & Market Insights

“Repent”

We continue to interpret recent trading in U.S. equities as pricing in an elevated chance of a recession within the next twelve months. This does not mean that such an outcome is inevitable. We surmise that this view has taken hold of the markets along with the assumption that the Russia-Ukraine war will persist for quite some time.

Webinars & Events

The Ideal Transaction

The Ideal Transaction

Joined by NewEdge Wealth’s Ghislain Gouraige and Robin Petty, the panelists discuss best practices for entrepreneurs looking to sell their business, real-life success stories and pitfalls, and what they can do to prepare for the deal process.

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Fireside Chat: Market Update with Lee Cooperman

Fireside Chat: Market Update with Lee Cooperman

Listen in as Rob Sechan, CEO and Co-Founder of NewEdge Wealth, and Lee Cooperman, Chairman and CEO of Omega Family Office, Inc., and Investment Advisory Board Member of NewEdge Wealth, discuss their general market thoughts and what the possible catalysts could be for a significant market decline.

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The Ten Surprises of 2022

The Ten Surprises of 2022

The definition of a “surprise” is an event that the average investment professional would assign a one-out-of-three chance of taking place, but these are events Blackstone believes are probable, having a better than 50% chance of occurring.

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Fearless Women: Women in the Arts

Fearless Women: Women in the Arts

Susan Kim, Vice President and Wealth Advisor at NewEdge Wealth leads a discussion with Amelia Manderscheid, Vice President and Senior Director in Contemporary Art of Bonhams, Lara A. Björk, Founder of Von Rudebeck Art Advisory, and Lori Hotz, Co-Founder and Co-CEO of Lobus.

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