NewEdge Wealth

You Deserve It.

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The Difference.

We’re changing the game.

NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, and the in-house intellectual capital capability and customer services experience our clients have come to expect.

Everything we have done over the years has been aimed at identifying the best products, creating the best solutions, and providing the best advice in investments, credit, and financial planning.

NewEdge Wealth is a continuation of this commitment to our clients and their families.

The Edge

Wealth management that comes with wealth of knowledge.

The Sharpening Stone Sharpening Stone Icon

Our strategy is based on two principles. First, we are relentlessly focused on becoming better stewards of client wealth, rooted in the fundamentals of this business — Planning, Process, and Service. Second, we are never content with business as usual. At NewEdge Wealth, we combine these two principles by taking the old tools of wealth management and honing them to a much sharper edge. Our logo tells this story well. The circle, representing the craftsman’s grinding stone, which is kept perpetually straight and true, speaks to how we leverage the power of our technology that constantly keeps us powering forward. The horizontal platform demonstrates the foundational importance of the humanity and stability of our clients. By pressing these two elements together, a skilled craftsman can remove tarnish and the effects of hard use to create something that improves with age.