Private Wealth Management Services in Miami
At NewEdge Wealth, we offer tailored private wealth management services to individuals and families throughout South Florida, Miami and beyond. Whether you’re navigating a liquidity event, generational planning, or need alternative investment strategies, our team brings deep expertise and personalized guidance—right from the heart of Miami’s financial district.
Meet Our Miami Private Wealth Advisors
Our experienced private wealth advisors are based in Miami and deeply familiar with the financial goals of ultra high net worth individuals and families. We partner closely with you to align your wealth strategy with your values, lifestyle and long-term vision. With a personal, high-touch approach, we serve as an extension of your family’s financial decision-making.
Advisor Team
Andrew Draft, CEPA®
Patrick Dwyer
Connor Kirdzik
Gregory Pool
Support Team
Travis Aldridge, CFA®
Jorge Carbajal
Elias Colorado
Elinor Faedo
Serving Ultra High Net Worth Families in South Florida
NewEdge Wealth specializes in supporting ultra high net worth (UHNW) families with complex financial needs. Whether you’re seeking multi-generational wealth transfer strategies or advanced investment solutions, our Miami team offers sophisticated insights tailored to the South Florida market and beyond.
Visit Our Private Wealth Management Office in Miami
Our Miami office is located in the heart of the city’s financial hub, making it easily accessible to clients across Brickell, Coral Gables, Miami Beach, and greater South Florida. Whether you’re looking to meet with a private wealth advisor or explore our family office services, we welcome you to schedule a visit and experience the NewEdge Wealth difference firsthand.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if NewEdge is engaged, or continues to be engaged, to provide investment advisory services. Read More