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.

NEWEDGE CAPITAL GROUP

Recent Accolades

Barron’s rankings awarded in September 2023 based on prior 12 month data. Forbes/Shook rankings awarded in October 2023 based on data from 3/31/22-3/31/23.

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

Family
Offices

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.

WEALTH STRATEGIES

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

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

Machinehead: A Cyclical Recovery in the Age of AI

This week’s Weekly Edge looks at the week’s strong semiconductor earnings and details a nascent recovery in broader cyclical activity. This cyclical reacceleration is an important watch item, as it could change the Fed’s path for expected rate cuts, while also impacting equity and bond markets in various ways.
We note that in the past 35 years, the Fed has never begun cutting rates when Manufacturing PMIs were rebounding/reaccelerating. Though this continues to be a “Strange Landing” cycle, we are doubtful that the Fed will move to ease policy in a meaningful way if this cyclical recovery continues.

Webinars & Events

 

2024 Outlook: Stranger in a Strange Landing

Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, and members of our investment team recently published their outlook for 2024. Listen in as they take a deep dive into the economy, policy, and markets for the upcoming year.