Structural Advantage of Having “The Edge”

NewEdge Wealth was purpose-built to give our clients “The Edge.” As your strategic wealth advisor, we sit on the same side of the table and together we are customers of the best that Wall Street has to offer.

Overview

Advanced Wealth Strategy

Expansive Investment Menu

Premier Intellectual Capital

Advantage Design Technology

Concierge Personal Service

Concierge Level Personal Service

As a boutique firm, we seek to deliver a select group of clients the ultimate level of service and attention to help organize and simplify your life.

NewEdge Wealth is designed to meet the needs of ultra high net worth, family office institutional clients and is grounded on the belief that wealth management firms must evolve if they want to assist clients in navigating the complexity of their wealth.

The firm’s financial advisors built our business by providing superior service to a select group of clients, many of them for more than 25 years. The central tenants of this approach — wealth planning, goals-based investing and concierge customer service — have progressively adapted to the evolving needs of clients.

Boutique Firm With Global Capabilities

Why Our Founders Launched NewEdge Wealth

NewEdge Wealth was founded by Rob Sechan, Jeff  Kobernick, Walter Granruth and John Straus, Jr. Through their decades of combined experience, they became acutely aware of the shift and expansion in client services and needs. They reached the conclusion that an inflection point had been reached where they could no longer keep pace with the changing needs of clients based on the platform of their previous firm. In fact, they believe that this evolution can not easily take place at the larger Wall Street firms. At the bigger firms, the focus is on managing businesses that serve thousands of advisors and cover millions of clients. This model cannot foster an environment where clients are always put first.

They concluded that they had to make a change. Wall Street firms will always be great providers of utility resources that we can and will use to support and advise clients, and so they decided to become customers, not employees of the big firms. To focus on one constituent — you, the client.

Latest Weekly Summary

“The Times They Are A-Changin'”

For the time being we are maintaining our basic investment approach as expressed in last week’s commentary. We continue to prefer high quality big cap stocks that offer good balance sheets, as well as relatively stable cash flows and profit margins. We prefer a very diversified global portfolio for long term investors. We believe that the Fed indicated a much more dovish stance this week in regard to their restrictive monetary policies. We still expect the Fed to hike the federal funds rate by another 25 bps at its next meeting. We will then decide if we believe another hike would be appropriate after that time. We remain data dependent. At this time, we do not expect the Fed to cut rates this year. We are also becoming more convinced that if the U.S. were to enter a recession this year, it would be a mild one. We still believe that the U.S. might avoid a recession this year.

Wealth Strategy Insights

2022 Year-End Planning Checklist

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.

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