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 Experienced Wealth Manager Christopher Ayer
Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office STAMFORD, Conn.,...
NewEdge Capital Group Earns Spot on Forbes Top RIA Firms for Third Consecutive Year
We’re thrilled to announce that NewEdge Capital Group has earned the No. 14 spot on Forbes/Shook Research America’s...
NewEdge Capital Group Lands No. 5 Spot on Barron’s Top 100 RIA Firms List
For the third consecutive year, NewEdge Capital Group has been listed on Barron’s Top 100 RIA Firms list. This year,...
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.