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

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Fearless Women: Women in Cannabis

The cannabis industry is changing rapidly and the conversation amongst investors is no longer taboo. With the legalized cannabis industry now projected to exceed $43b in revenue by 2025, the space is rapidly gaining attention.

Insights from NewEdge Wealth

Rollover Equity & Wealth Strategy

Rollover Equity & Wealth Strategy

Selling your company to a Private Equity firm affords you many potential benefits, one of which is the ability to rollover equity and defer a portion of the gain realized on the sale of your business. While sellers typically focus on the sale timing and structure, they may be missing a powerful planning opportunity by not exploring planning options for their rollover equity.

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Preventing a Post Sale Derailment

Preventing a Post Sale Derailment

You sold your company took that dream vacation and you’re back home well-rested, refreshed, ready to start upon your next endeavor… and you’re bored. You find yourself puttering around the house, being disruptive to your family. Even your dog is starting to wonder why you’re always around. And then it happens… you start to miss your old business. While you’re thrilled with the payout, a feeling of seller’s remorse starts to creep in.

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