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

“Hot N Cold”

. We understand that the Fed’s latest planned trajectory of hikes in the federal funds rate has increased the probability of a U.S. recession by sometime next year. It has also lowered the risk/reward calculus for the purchase of equities. As we have advocated this entire year, we would only buy selected securities on market downturns. We maintain our belief that selective stock picking will continue to play a critical role in outperformance.

Wealth Strategy Insights

Considerations Before Buying a Home Overseas

Considerations Before Buying a Home Overseas

Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.

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Planning During a Divorce

Planning During a Divorce

Beyond the emotional complexities, high-net worth divorce comes with its own unique set of challenges. Your NewEdge Wealth team is here to help you work through this major life change by partnering closely with your divorce attorney and assembled team of advisors to help guide you every step of the way.

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