Simplifying today for tomorrow and beyond.

NewEdge Wealth can help simplify, organize and manage the demands your wealth has on your life today, while also delivering a customized wealth strategy to help achieve your legacy for tomorrow and beyond.

No organization has a monopoly on great ideas

At NewEdge Wealth, we have assembled research from across many of the large Wall Street firms and banks in order to help our clients achieve their goals.


Recent Accolades

Barron’s rankings awarded in September 2022 based on prior 12 month data. Forbes/Shook rankings awarded in October 2022 based on June 30, 2022 data.

Wealth Management Solutions Built Around You and Your Unique Life

NewEdge Wealth Support for Multigenerational Wealthy Families

Generational Wealth

Wealth Strategy designed to simplify the complexities of your life while establishing the legacy you want your family to leave behind.

NewEdge Wealth Family Office Support


Outsourced CIO services or investment services that compliment your existing strategies plus technology to coordinate it all.

NewEdge Wealth Support for Successful Entrepreneurs

Successful Entrepreneurs

Meeting the challenge of balancing the financial demands of your company and building your personal financial stability.

Corporate Executives

Simplifying and coordinating the complexities your corporate career has brought to your personal finances.

Private Equity Professionals

Wealth strategy created specifically for your career, when so much of your personal and professional finances are intertwined.


Creating an Intentional Legacy

For many families with multi-generational wealth or successful entrepreneurial ventures, the process of setting a wealth strategy can be fraught with difficult decisions and prickly obstacles. The complexities of their wealth, not to mention the personal dynamics of children, families, employees and friends, make each decision they are faced with more difficult. Moreover, their circumstances and needs simply go far beyond what typical financial planning provides.

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.

|Sep 8, 2023

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.

|Feb 10, 2023

2022 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 methods to address the current tax law, volatile market, inflationary pressures, and any changes to your goals or family circumstances.

|Dec 1, 2022

Vacation Home

Considerations Before Buying a Home Overseas

Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.

|Sep 6, 2022

Planning During a Divorce

Beyond the emotional complexities, high-net worth divorce comes with its own unique set of challenges. Your NewEdge Wealth team is here to help you work through this major life change by partnering closely with your divorce attorney and assembled team of advisors to help guide you every step of the way.

|Aug 31, 2022

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.

|Jul 19, 2022

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.

|Jul 15, 2022

Valuing Your Values, a White Paper from NewEdge Wealth

Valuing Your Values

There can be a difference between a good wealth strategy and a great one. A good wealth strategy helps keep you on track to meet your financial goals and objectives. But a great one helps keep you on track and incorporates your individual and family values in every facet of your overarching wealth strategy.

|Jul 8, 2022

NewEdge Wealth seeks to provide a select group of clients with the ultimate level of service and attention to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client and their advisor in order to create a stronger, more personal relationship.

The Weekly Edge

From the Office of the CIO

Supersonic: Major Market Shifts as We Enter 4Q23

The major shifts in markets over the course of 3Q23 had us thinking about one of the greatest (true) stories in rock and roll history.

Liam Gallagher of Oasis began life having no interest in music, wholly uninterested in his brother Noel’s passion and prowess for songwriting.

The NewEdge Weekly Summary

By William Englis, Head of Research

“Both Sides Now”

We will continue to monitor financial markets very closely so that we can better determine the sustainability of the recent more broad-based rally. We could be quick to change our opinion depending on new developments. We expect many surprises are possible at any time. This is not the time for complacency. We find ourselves always returning to our view that the hallmark of the period since the onset of the pandemic is one of “rapidity of change.”

Webinars & Events

Fearless Women: Women Who Board

Fearless Women: Women Who Board

Today, women hold almost 31% of all S&P board seats (up from just 22% in 2017.) We applaud this achievement and look forward to what the future holds for female directorships.

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Fearless Women: Women in Cannabis

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.

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The Ideal Transaction

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.

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