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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Home is Where the Domicile Is

Because state tax laws vary widely, individuals often seek to reduce their tax burden by changing their domicile to a more tax-friendly state. This requires a careful balancing act of physical presence, legal documentation and a clear intent to make a new state one's permanent home.

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|Feb 21, 2025

California Wildfire Disaster Relief

As part of a coordinated effort with the Federal Emergency Management Agency (FEMA), the Internal Revenue Service announced Saturday, January 11, 2025, tax relief for individuals and businesses in southern California impacted by the wildfires and wind.

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|Jan 13, 2025

Corporate Transparency Act: Nationwide Injunction Back on Hold as of December 26

The U.S. Court of Appeals for the Fifth Circuit issued an opinion late on December 26, reinstating the nationwide injunction against the enforcement of the Corporate Transparency Act (CTA). This decision once again places the January deadline for covered businesses to register their Beneficial Ownership Information (BOI) on hold. The Court indicated that a final ruling on the matter is forthcoming, confirming that no filings are required until a decision is reached.

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|Dec 27, 2024

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

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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Quarterly Outlook: The Space Between

Being in the space between should feel somewhat familiar to investors, as we experienced a space between back in 2022. Uncertainty and market volatility was pronounced that year, as investors debated how a rapid rise in Fed interest rates and the associated weakening in sentiment/soft data would weigh on real economic activity. Forecasters slashed estimates for U.S. GDP and S&P 500 EPS growth, broadly expecting a recession to be the end result of that space between, while equities experienced a bear market in anticipation of this weaker growth.

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Market Insights, Webinars, Yearly Outlooks
Apr 18, 2025

The Weekly Edge

From the Office of the CIO

We Are Never Ever Getting Back Together

by | April 11, 2025 | The Weekly Edge | 0 Comments

This week felt like a breakup on two fronts: first, the trading relationship between the U.S. and China on the trade front, and second, the financial relationship between U.S. financial assets and the rest of the world’s desire to hold them.

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Webinars & Events

 

Quarterly Outlook: The Space Between

by | April 18, 2025 | Market Insights, Webinars, Yearly Outlooks | 0 Comments

Being in the space between should feel somewhat familiar to investors, as we experienced a space between back in 2022. Uncertainty and market volatility was pronounced that year, as investors debated how a rapid rise in Fed interest rates and the associated weakening in sentiment/soft data would weigh on real economic activity. Forecasters slashed estimates for U.S. GDP and S&P 500 EPS growth, broadly expecting a recession to be the end result of that space between, while equities experienced a bear market in anticipation of this weaker growth.

Read More
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