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Empowering Your Business Today, While Preparing for Your Next Act

As a successful entrepreneur, you know that the wealth planning process and management of your personal investments can be different for you than for other high net worth individuals. Your business is your most important financial asset — it also might be your single largest holding, the main source of your personal wealth, and more than likely, an illiquid asset.

These factors make finding the right balance between meeting the financial demands of your company and building your personal financial stability a challenge. A challenge advisors at NewEdge Wealth have helped highly successful entrepreneurs navigate for more than 30 years and a challenge our Partners know first-hand.

Life as an Entrepreneur is Different.

Successful Entrepreneurs Turn to NewEdge Wealth First

Many ultra high net worth advisory firms tell entrepreneurs: “We’re here for you… AFTER you sell your company.” Our entrepreneur clients choose us not only to manage their assets when they become liquid, but to act as their holistic wealth managers today. We can advise them through the various stages of their company and, in particular, help them deal with those points where their personal wealth is intertwined with their company.

Helping Successful Entrepreneurs Manage Today While Preparing for Tomorrow

We Know Entrepreneurs Because We Are Entrepreneurs

NewEdge Wealth was founded by four successful financial advisors — Rob Sechan, Jeff Koebernick, Walter Granruth and John Straus, Jr. — who sought a new solution to help their ultra high net worth, family office and institutional clients with more aspects of their financial lives. After investigating many different alternatives in the marketplace, they concluded that there wasn’t an existing platform that could meet all of the needs of their demanding client base. They needed to help create a new solutions. NewEdge Wealth was launched at the end of 2020.   

Today, NewEdge Wealth is part of NewEdge Capital Group, a firm with over $32 billion in client assets as of March 31, 2022. Each of the Founding Partners and the Advisors that have joined the firm since are committed to building NewEdge Wealth as the boutique firm that ultra high net worth, family office, institutional clients and entrepreneurs turn to first when it comes to navigating the complexity of their wealth. 

Latest Webinar

The Ideal Transaction

Joined by NewEdge Wealth’s Ghislain Gouraige and Robin Petty, the panelists discuss best practices for entrepreneurs looking to sell their business, real-life success stories and pitfalls, and what they can do to prepare for the deal process.

Wealth Strategy Insights

2021 Year-End Planning Checklist

2021 Year-End Planning Checklist

As we head into the new year, now is the time to take stock and assess whether your wealth strategy utilizes the appropriate strategies to address the current tax law, soaring market returns, and any changes to your goals or family circumstances.

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