Where Precision Meets Purpose
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.
Exclusive Benefits
- Fixed-fee partnership
- Complete customization: From custody to investments, wealth management, legal, taxes, and more
- Expanded access to alternative investment solutions
- Administrative services such as bill pay, capital call administration, and cash management
- Direct access to a curated, comprehensive team with rapid response times
- Education, engagement and empowerment for future generations
Meet the Advisors
If you are interested in learning more about our family office services, please fill out the form and we will be in touch with you.
Patrick Dwyer
Managing Director
NewEdge Wealth
[email protected]
Gregory Pool
Managing Director
NewEdge Wealth
[email protected]
NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC.
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.
NewEdge Wealth provides investment advisory services on a fee basis, which may include fixed fees or fees based on assets under management. Fees are negotiated according to the scope and complexity of services, with the specific advisory fee outlined in the client’s Advisory Agreement.
Check the background on this firm on FINRA’s BrokerCheck: http://brokercheck.finra.org/ or SEC website: https://adviserinfo.sec.gov/firm/summary/307771.