Wealth Management
Solutions Built Around You

Overview

Multi-Generational Wealth

Family Offices

Entrepreneurs

Corporate Executives

Private Equity Professionals

C-SUITE CORPORATE EXECUTIVES

Your success has brought you wealth.

It’s also brought complexity.

You’ve reached the heights of your career through long hours, immense discipline, shrewd career moves and by taking probably more than a few risks along the way. It’s been a rewarding journey, but one that has created a significant level of complexity to your personal finances — corporate compensation structures, deferred compensation, retirement plans, life insurance plans, stock options, company stock holdings, vesting schedules, put options and more.

These complexities can sometimes make it difficult to answer some basic questions —”Is my compensation package earning me what I think it is? How much am I worth? Am I saving enough for retirement?” And then, of course, there are the not-so-basic questions like, “What will my retirement look like? Should I be transferring wealth to children now or later? What sort of legacy can I look to create? Can I afford to venture out and start my own company?”

Where You Stand Today. Where You Want to Be Tomorrow.

Successful C-Level Executives Turn to NewEdge Wealth First

Removing the burden of coordinating and monitoring the many layers of compensation packages, stock holdings, retirement plans and personal investment portfolios is our main focus at NewEdge Wealth when working with successful C-Level Executives and Senior Level Executives. Soon after you begin working with us, we can work with you to create a clear picture of your wealth today, while identifying the moves we think you should consider to provide for yourself and your family for tomorrow and beyond.

Whether you’re approaching retirement, plotting your next career move, or looking for ways to preserve the wealth you’ve accumulated for the next generation and beyond, we will work with you to move forward with a clear picture of what’s next.

Helping to Simplify Your Life as a Successful Corporate Executive

Latest Webinar

Mid-Year Outlook: The Summer of Mudd

Here we are already, a blink away from the beginning of July, and the year has positively flown by.

Investors have certainly had to stomach bouts of high volatility caused by these “interesting” times, but for all the chop and churn, returns have actually been rather healthy. In fact, a straight 60/40 portfolio, made up of 60% Equities in the All-Country World Index (ACWI) and 40% Fixed Income in the Bloomberg U.S. Aggregate Bond Index has returned a sturdy 7.2%!

Insights from NewEdge Wealth

Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?

Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?

You’ve spent years earning and growing your wealth, but will your wealth strategy stand the test of time? Financial models guide crucial investment decisions—from portfolio allocation to long-term planning—yet they’re only as reliable as the assumptions and expertise behind them. Like any roadmap, a financial model provides direction but mindlessly following it without adaptation can lead you right off a cliff when conditions change.

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Leveraging Uncertainty to Provide Stability

Leveraging Uncertainty to Provide Stability

With uncertainty on the rise and market sentiment faltering, investors may be starting to second-guess their portfolio risk to avoid future haymakers that equity markets may throw. Portfolio strategies that provide investors with a degree of downside protection against equity loss and defined return outcomes can be a powerful tool to keep otherwise fearful investors aligned with (their financial) plan.

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