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 Names Josh Gully as Managing Director
NewEdge Wealth, is pleased to announce the appointment of Josh Gully as a Managing Director. In his new role, Mr. Gully is responsible for fostering client relationships and expanding the firm’s assets under management.
Ultra High Net Worth Advisor, Aaron Zises, Joins NewEdge Wealth as Principal
NewEdge Wealth is pleased to welcome Aaron Zises as Principal. As the newest member of the NewEdge Wealth team, Mr. Zises will continue to work with ultra high net worth individuals and families on identifying innovate ways to manage the complex demands of their wealth.
NewEdge Capital Group in 2022 Recruited $9 Billion in Expected AUM
NewEdge Capital Group announced today that the firm reported record 2022 growth in client assets and advisor teams. The firm is headquartered in Pittsburgh and oversees $32 billion in total client assets.
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.