Wealth Management
Solutions Built Around You


Multi-Generational Wealth

Family Offices


Corporate Executives

Private Equity Professionals


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

2023 Mid-Year Outlook

Chief Investment Officer, Cameron Dawson, CFA®, was joined by NewEdge Wealth’s Ben Emons, Jay Peters, CFA®, and Maxwell Snyder. Together, they discussed equities, fixed income, and alternative investments in the ever-evolving economic landscape of 2023.

Insights from NewEdge Wealth

Quality-Focused Investing at NewEdge Wealth

Quality-Focused Investing at NewEdge Wealth

Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.

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Employee Stock Options

Employee Stock Options

Stock compensation plans offer significant opportunities for wealth accumulation. However, the complexity of these plans and the diversity of how they can be structured can often lead to confusion.

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A Letter from John Straus, Jr.

A Letter from John Straus, Jr.

Contemplating incapacity and death is not pleasant and often results in procrastination of many planning related topics. However, unexpected events like these highlight the imperative nature of end-of-life planning.

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