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.
Overview
Advanced Wealth Strategy
Expansive Investment Menu
Premier Intellectual Capital
Advantage Driven Technology
Concierge Personal Service
Ultra High Net Worth Families Can — And Should — Invest Differently
Most wealthy families do not take advantage of their capacity to invest differently, partially because the firms they employ for advice don’t share this philosophy or provide the ability to do so. As the investment landscape continues to evolve, clients should demand that their advice does as well.
We have created an edge for clients by focusing on core structural advantages that we believe can consistently deliver better investment outcomes for our clients:
- Insight – No firm has a monopoly on good ideas. To be successful, you must be informed. We do not limit our thinking based on the views represented by a single firm. We seek out the opinions and forecasts and are informed by the views of all of Wall Street.
- Access – We can provide access to investments that are hard to get into, find or have structural advantages themselves. Our ability to do so is a direct result of the network and partnerships we have cultivated over decades.
- Technology – We seek out new technologies to incorporate into our research, wealth strategy and investment processes.
- People – Wealthy investors require a firm that understands their unique needs and has the experience to satisfy them. Our people are passionate about what they do and many have spent their careers advising Ultra High Net Worth and institutional investors and their families. While theory can be helpful, experience matters most.
- Process – Having processes across more aspects of investment and wealth strategy helps to achieve outcomes in line with your goals and helps avoid unforeseen obstacles. From onboarding to investment implementation, our processes are designed to achieve better outcomes. Successful processes seek to mitigate detours, identify when they occur and allow for rapid course correction.
Access to the investment products our clients demand.
We are Customers, Not Employees of Wall Street
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. Our open-architecture platform provides access to both the traditional asset managers available at the large firms as well as many of the more agile and emerging investment managers (sometimes on an exclusive basis). These can include investments that are hard to get into, find or have structural advantages themselves. Our ability to do so is a direct result of our network and partnerships we have cultivated over decades.
Because we are customers of multiple firms, not employees of a single Wall Street firm, we will act in your best interest to carefully curate access to investment solutions — some of which you’ll never find at a traditional firm. Our goal is to utilize the solutions for helping to achieve whatever individual goals you have, or problems you’re trying to solve. And we are right there, sitting next to you, managing the strategy and helping you course-correct as needed.
Recent Events & Webinars
Wealth Strategy Insights
Home is Where the Domicile Is
Because state tax laws vary widely, individuals often seek to reduce their tax burden by changing their domicile to a more tax-friendly state. This requires a careful balancing act of physical presence, legal documentation and a clear intent to make a new state one’s permanent home.
Insurance Before & After Disasters: A Strategic Approach
By thoughtfully mapping an all-encompassing approach, you can minimize your financial risk and ensure a smoother path to rebuilding your life and your financial health.
California Wildfire Disaster Relief
As part of a coordinated effort with the Federal Emergency Management Agency (FEMA), the Internal Revenue Service announced Saturday, January 11, 2025, tax relief for individuals and businesses in southern California impacted by the wildfires and wind.
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.