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

“No One Knows”

We are inclined to give the benefit of the doubt as to the sustainability of the broadening out of the U.S. stock rally as shown on Friday. We will continue to monitor financial markets very closely for more “clues.” The “true” bottom line is that “No One Knows.”

Wealth Strategy Insights

“Hi Risk, I’m Human.”

“Hi Risk, I’m Human.”

Throughout 2022, the equity markets challenged even the most seasoned investor’s definition of “risk.” As one of the Partners here at NewEdge Wealth recently put it, when volatility spikes and asset prices fall in value, investors often realize that their risk tolerance is different than their risk capacity.

read more
2023 Wealth Strategy Guide

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.

read more