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 Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders
Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint.
Highlights from the 2025 Onward Conference
The third annual Onward Conference continued our mission to equip entrepreneurs with the knowledge and tools they need to successfully position themselves, their families, and their businesses for a future transaction, whenever the time is right.
NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms
NewEdge Wealth announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms.
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.