Discover a new approach to high net worth investing.
At NewEdge Wealth, we specialize in helping ultra high net worth individuals turn complexity into clarity.
Who We Serve
NewEdge Wealth specializes in helping ultra high net worth individuals such as
Multi-Generational Families
Wealth Strategy designed to simplify the complexities of your life while establishing the legacy you want your family to leave behind.
Family Offices
Outsourced CIO services or investment services that compliment your existing strategies plus technology to coordinate it all.
Athletes, Entertainers & Celebrities
Meeting the challenge of balancing the financial demands of your company and building your personal financial stability.
Private Equity Professionals
Wealth strategy created specifically for your career, when so much of your personal and professional finances are intertwined.
Corporate Executives
Simplifying and coordinating the complexities your corporate career has brought to your personal finances.
Entrepreneurs
Wealth strategy created specifically for your career, when so much of your personal and professional finances are intertwined.
Your Path Towards a Tailored Wealth Strategy
Hear from Co-Founder and CEO, Rob Sechan, about the NewEdge difference.
Our Approach
At our core, we are not a traditional investment manager, but rather a provider of unique, purpose-built solutions that are driven by the needs of our clients and are designed to increase the probability of long-term success. To think differently requires a multi-faceted approach, one that includes:
Goal Centric Alignment
- Wealth strategies aligned with your family mission and values.
- Success measured by achieving your objectives, not arbitrary benchmarks.
- Clear accountability for all wealth decisions.
True Partnership
- Focuses on controlling fees, taxes, and risk — not market-chasing.
- Creates freedom to recommend solutions regardless of where assets are held.
- Concentrates on long-term sustainability rather than short-term gains.
Technology-Enabled Clarity
- Enables real-time alignment monitoring and adjustment.
- Provides a transparent view of how all assets serve your goals.
- Identifies and eliminates hidden fees and inefficiencies.
Wealth management isn’t just about returns; it’s about alignment. Your wealth should reflect your goals, embody your values, and sustain your legacy for generations to come.
The NewEdge Process
A comprehensive solution designed to help secure your family’s legacy for generations to come.
Step 1: Client Discovery Process
It’s all about data and family dynamics. Here’s where we take a deep discovery, get organized and put our goals on paper.
Step 2: Evaluate & Analyze
Next, we take this information to define your levels and identify opportunities and potential strategies for moving forward.
Step 3: Educate & Develop Action Plan
Here, we help clients partition their wealth. We also educate our clients on the strategies available and segregate capital by its likely use.
Step 4: Coordination & Implementation of Strategies
This step involves transferring your wealth and deploying the strategies we defined as the best fit for you and your family.
Step 5: Investment Process
During the investment process, we allocate capital based on your desired outcomes and needs of beneficiaries.
Step 6: Next Steps, Monitoring & Reporting
Execute, monitor and prepare to course correct.
Take Control of Your Wealth
Download the latest brochure.
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.
Barron’s rankings awarded in September 2025 based on prior 12 month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24.
NewEdge Wealth provides investment advisory services on a fee basis, which may include fixed fees or fees based on assets under management. Fees are negotiated according to the scope and complexity of services, with the specific advisory fee outlined in the client’s Advisory Agreement.
Check the background on this firm on FINRA’s BrokerCheck: http://brokercheck.finra.org/ or SEC website: https://adviserinfo.sec.gov/firm/summary/307771.