Premier Intellectual Capital
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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Premier Intellectual Capital
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Premier Intellectual Capital
Within every Wall Street firm, certain parts of the organization shine above others. While some are known for macro insights, others specialize in fixed income, while others in emerging markets.
At NewEdge Wealth, we have assembled research from many of the large Wall Street firms and banks in order to help our clients achieve their goals. We have also assembled an Investment Advisory Board comprised of world-renowned investors and strategists to complement our own expertise in assessing the broad investment landscape and thinking about “what’s next.”
No Organization Has a Monopoly on Great Ideas
At NewEdge Wealth, our Investment Advisory Board is the cornerstone of our intellectual capital strategy. By combining internal expertise with insights from world-renowned investors and strategists, we’re able to assess the broad investment landscape and anticipate “what’s next.” This dynamic collaboration, bolstered by research from top Wall Street firms, empowers us to deliver actionable strategies tailored to our clients’ goals.
Investment Advisory Board
Kyle Bass
Leon Cooperman
Cameron Dawson, CFA®
Steven Einhorn
Thomas Lee
Robert Matza
Adam Parker
Robert Sechan
John Straus
Kyle Bass
Leon Cooperman
Cameron Dawson, CFA®
Steven Einhorn
Thomas Lee
Robert Matza
Adam Parker
Robert Sechan
John Straus
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Insights from NewEdge Wealth
The Wealth Planning Timeline: Age 50 & Beyond
Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.
NYC Pied-à-terre Tax
Trump Accounts are designed to serve as tax-deferred custodial investment accounts for minors, featuring a one-time $1,000 federal seed contribution for children born between 2025 and 2028, creating an early opportunity to jumpstart long-term wealth accumulation.
Beyond Buy & Hold
How options can help improve portfolio income, risk management and tax efficiency.
Life After Exit: Planning for What Comes Next
Introduction A successful business exit is one of the most significant financial events of an entrepreneur’s life. Yet...