FINANCE 101
Building Your Legacy
Introduction & Basics of Investing
NewEdge Wealth empowers ultra high net worth (UHNW) individuals to navigate the complexities of significant wealth with clarity and confidence. To support those newly entering the UHNW space—such as rising entertainers, athletes, or next-generation inheritors—we’re introducing our Finance 101 series. This resource is designed to provide a strong foundation in the fundamentals of wealth management, helping clients make informed decisions as they begin their financial journey. Whether you’re managing sudden success or preparing to steward a family legacy, our team is here with tailored guidance every step of the way.
Comprehensive Integration
NewEdge Wealth coordinates seamlessly with your existing team of agents, managers, and advisors. We’re not here to replace those advisors, but rather help translate their focus into a strategy for managing your wealth.
Proven Expertise
NewEdge Wealth has extensive experience with ultra high net worth families and entrepreneurs.
Customized Approach
We provide tailored strategies for early-career wealth creation, recognizing that every financial journey is unique. From timelines to long-term goals, we align our approach with your specific needs to help you build and manage wealth with confidence.
In the News
NewEdge Wealth Welcomes High-Performing Advisor Team to Expand East Coast Presence
Burt Hilton, Tom Ames and Andrew Kaskel to Support Boston, New York and New Jersey Clients
NewEdge Capital Group Names James Jesse CEO Amid Rapid Growth Trajectory
James joins NewEdge at a pivotal moment as the firm marks five years of rapid growth. His expertise will help drive NewEdge’s next phase.
NewEdge Wealth Welcomes Experienced Wealth Manager Heather Doherty Guardado to New York Office
NewEdge Wealth announced that Heather Doherty Guardado has joined the firm’s New York office as a Managing Director.
Barron’s rankings awarded in September 2025 based on prior 12 month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25.
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.