Structural Advantage of Having “The Edge”
NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, in-house intellectual capital and customer service experience clients have come to expect.
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Advanced Wealth Strategy
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Advanced Wealth Strategy
Our ultra high net worth clients have accumulated a level of wealth that will more than likely last beyond not just their own lifetime, but that of their current descendants. For such clientele, the prospect of setting a wealth strategy can be fraught with difficult decisions and prickly obstacles. The complexities surrounding your wealth — not to mention the personal dynamics of children, families, employees and friends — make each decision as to how, when and to whom to pass your wealth onto when the time comes even more difficult.
Many of the NewEdge Wealth financial advisors have worked with individuals at this same point in life. Our strategic wealth planning process starts in the present moment and builds a roadmap toward success. It’s a journey that we take together with you, and it is a process that we have created and explicitly refined to remove much of the burden from your shoulders when managing the complexities of wealth.
In short, our strategic wealth planning process provides peace of mind to you and your family that you’re doing what you need to do today to achieve your desired legacy in the future.
Living for today, but planning for tomorrow & beyond.
Evaluation & Quantitative Modeling
Math allows for the reduction of vagueness. Questions we will help answer:
- How much money do I need? How much more can I spend?
- How much capital or assets can I gift without impairing my lifestyle?
- What would happen if I sold my business? How much can I invest in starting a business?
- What return do I need from my portfolio to accomplish my goals?
- What is my likely estate tax obligation? What can I do about it?
Our approach is designed to help you clearly understand how your money is invested…and why. This clarity can help you stay focused on your long-term goals, no matter what the markets are doing.
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Wealth Strategy Insights
The Keys to the Castle – Buying a Home
Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.
Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?
You’ve spent years earning and growing your wealth, but will your wealth strategy stand the test of time? Financial models guide crucial investment decisions—from portfolio allocation to long-term planning—yet they’re only as reliable as the assumptions and expertise behind them. Like any roadmap, a financial model provides direction but mindlessly following it without adaptation can lead you right off a cliff when conditions change.
Home is Where the Domicile Is
Because state tax laws vary widely, individuals often seek to reduce their tax burden by changing their domicile to a more tax-friendly state. This requires a careful balancing act of physical presence, legal documentation and a clear intent to make a new state one’s permanent home.
Insurance Before & After Disasters: A Strategic Approach
By thoughtfully mapping an all-encompassing approach, you can minimize your financial risk and ensure a smoother path to rebuilding your life and your financial health.