Our Transition To NewEdge Wealth
NewEdge Wealth arms you with the knowledge you need to be successful, paired with technology-enabled solutions to advance your goals. Discover all the ways we can give you an edge when it comes to managing your money.
Best technology services
We utilize what we’ve found to be the best technology services to deliver advice to you. This includes the latest planning software, the most comprehensive asset tracking and performance measurement tools that can track your assets even if they are not custodied with us.
Reliable, professional research from a host of major providers, and state of the art risk management tools to avoid unnecessary risks.
A trusted partner
Because we work with a select group of clients, our investment team can truly partner with our client families to provide a differentiated level of attention. We believe every client has earned a custom service team with experts relevant to their needs.
Our preferred custody partner, Fidelity, has been in the business for over 70 years and has 30 million accounts with over $8.2 trillion in US custodial assets.
Designed for you
The best in planning, investment and service models are each built to ensure the platform delivers on both a client’s current goals and intended legacy.
A portfolio of people
Leadership you can count on with wealth managers who have been recognized and ranked by Barron’s, Forbes and The Financial Times as being at the top of their game.
We started NewEdge for two reasons: first, to provide unbridled access to best-in-class content, advice, and technology for a select group of clients and, second, to provide a more customized approach than is available in yesterday’s market. When combined, these objectives create a high-performing solution that makes a quantifiable difference for our clients.