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

Corporate Transparency Act: Nationwide Injunction Back on Hold as of December 26
The U.S. Court of Appeals for the Fifth Circuit issued an opinion late on December 26, reinstating the nationwide injunction against the enforcement of the Corporate Transparency Act (CTA). This decision once again places the January deadline for covered businesses to register their Beneficial Ownership Information (BOI) on hold. The Court indicated that a final ruling on the matter is forthcoming, confirming that no filings are required until a decision is reached.

2024 Year-End Planning Guide
This whitepaper outlines key considerations in wealth management, including investment strategies, income tax planning, estate planning, charitable giving, and retirement planning, tailored for UHNW clients.

Nationwide Injunction on the Corporate Transparency Act: Key Takeaways
On December 3, 2024, a federal court in Texas imposed a national injunction against the Corporate Transparency Act (CTA), prohibiting the federal government from enforcing the CTA.

When the Will is Gone
There is a presumption under the law that when a Will is destroyed, the Testator (i.e., the person who created the Will) intended for it to be destroyed. But what happens when an original copy of a Will (or a Revocable Trust) is accidentally destroyed or lost?