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

Market Update With Cameron Dawson

NewEdge Wealth’s Chief Investment Officer, Cameron Dawson, addresses timely market updates.

Insights from NewEdge Wealth

“Hi Risk, I’m Human.”

“Hi Risk, I’m Human.”

Throughout 2022, the equity markets challenged even the most seasoned investor’s definition of “risk.” As one of the Partners here at NewEdge Wealth recently put it, when volatility spikes and asset prices fall in value, investors often realize that their risk tolerance is different than their risk capacity.

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2023 Wealth Strategy Guide

2023 Wealth Strategy Guide

A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.

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