NewEdge Wealth

Simplifying today for tomorrow and beyond. NewEdge Wealth helps 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.

Articles by: NewEdge Wealth

Meet the Manager: Michaelangelo Dooley

Meet the Manager: Michaelangelo Dooley

Feb 19, 2025

Michelangelo Dooley, CFP®, Principal, discusses how advisors can use Structured Notes to help boost investment...

NewEdge Wealth Co-Founder Jeff Kobernick Appointed to Vice Chairman Role

NewEdge Wealth Co-Founder Jeff Kobernick Appointed to Vice Chairman Role

Feb 6, 2025

NewEdge Wealth is pleased to announce that Co-Founder Jeffrey Kobernick has been appointed as Vice Chairman of the...

ONWARD: Episode 9

ONWARD: Episode 9

Feb 4, 2025

This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as...

NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors

NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors

Jan 29, 2025

William deButts and Jimmy Patrick join as Managing Directors in Atlanta and North Carolina STAMFORD, Conn., JAN. 29,...

2025 Outlook: Great Expectations

2025 Outlook: Great Expectations

Jan 16, 2025

https://vimeo.com/edgecoholdings/newedge-wealth-2025-outlook?share=copy#t=0 Hosted by Cameron Dawson, CFA®, Chief...

Cameron Dawson, CFA® Joins the Allocate Podcast

Cameron Dawson, CFA® Joins the Allocate Podcast

Jan 16, 2025

Cameron Dawson, CFA®, Chief Investment Officer, recently joined Nic Millikan on the Allocate podcast to discuss the...

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