Structural Advantage of Having “The Edge”

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.