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 Brian Nick to Investment Management Team
Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank.
Cameron Dawson Named CIO of the Year by Institutional Investor
Arriving at NewEdge Wealth in 2022, Cameron leads the development of our investment themes, strategies, and market views. Her leadership and vision have been pivotal in positioning us at the forefront of the industry.
NewEdge Wealth Named Wealthies Finalist for Onward Series
We are pleased to share that NewEdge Wealth’s Onward Entrepreneur Series is a finalist in the Client Initiatives category of the 2024 WealthManagement.com Wealthies awards!
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.