Where Precision Meets Purpose
For families with assets exceeding $100 million, wealth management isn’t just about returns; it’s about alignment. Your wealth should reflect your goals, embody your values, and sustain your legacy for generations.
True partners align every decision, investment, and strategy with your unique mission and objectives.
What is ALIGNED?
ALIGNED by NewEdge Wealth transforms the standard family office solution into a purpose-driven partnership. Through tailored strategies, cutting-edge technology, and holistic integration, we help ensure every financial decision works toward your family’s mission.
Our Approach
At our core, we are not a traditional investment manager, but rather a provider of unique, purpose-built solutions that are driven by the needs of our clients and are designed to increase the probability of long-term success. To think differently requires a multi-faceted approach, one that includes:
Goal Centric Alignment
- Wealth strategies aligned with your family mission and values.
- Success measured by achieving your objectives, not arbitrary benchmarks.
- Clear accountability for all wealth decisions.
True Partnership
- Focuses on controlling fees, taxes, and risk — not market-chasing.
- Creates freedom to recommend solutions regardless of where assets are held.
- Concentrates on long-term sustainability rather than short-term gains.
Technology-Enabled Clarity
- Enables real-time alignment monitoring and adjustment.
- Provides a transparent view of how all assets serve your goals.
- Identifies and eliminates hidden fees and inefficiencies.
Learn How to Align Your Family’s Wealth
Download the latest brochure.
Market Insights
