As Principal of New Edge Wealth, Mike works closely with affluent individuals and small business owners developing tailored investment plans to protect and grow their wealth. Mike has 35 years of experience providing wealth management advice to clients and more...
As Principal, James provides ongoing comprehensive analysis of his client’s portfolios. James began his career at Merrill Lynch as an account executive before joining E.F. Hutton, which was acquired by Shearson Lehman Brothers. During his tenure with these firms,...
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