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Charting the
Course of Your Financial Journey.

Experience a higher standard
of financial service.

Through tailored accounting, management, and planning, we bring clarity and confidence to your financial world. The result is long-term stability delivered with the elevated service of a luxury financial partner.

Financial Services

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Investment Management

Financial management demands both strategic clarity and personalized insight.

We design portfolios that reflect your goals and risk tolerance, ensuring each decision supports your broader vision. As your needs and the markets change, our approach evolves to maintain stability and growth.

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Financial Planning

Financial planning is the art of aligning your financial life with your long-term vision.

We develop personalized, comprehensive strategies shaped around your unique priorities. As your goals evolve, this collaborative process adapts seamlessly to support continued growth and stability.

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Accounting & Tax

Effective tax planning is key to preserving and elevating your wealth. 

Our advisors develop precise, strategic solutions to optimize your tax position. This proactive approach uncovers opportunities for efficiency and seamlessly supports your larger financial objectives.

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About Us

At Wealth Edge, we provide a higher standard of financial guidance, combining personalized attention with strategic insight to help clients achieve lasting clarity, confidence, and growth.

Located at 99 Park Avenue in Midtown Manhattan, our team specializes in accounting, financial management, financial planning, and tax strategy, crafting tailored solutions that align with your unique goals and aspirations.

We take a holistic approach to your financial life—guiding investments, optimizing tax positions, and creating strategies that evolve with you and your family over time.

Every client partnership is handled with precision, discretion, and care, reflecting our commitment to thoughtful, elevated service. At WealthEdge, your financial journey is our focus, and every decision is guided by insight and purpose.

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Meet the Team

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Enri Dama

Managing Partner,

Head of Investments

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Stan Kagan, CPA

Managing Partner,

Director of Taxation

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Yandie Liautaud, CFP

Managing Partner,

Financial Planning Director

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Mark Salerno, CFP

Financial Planning Manager

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Patricia Zapata

Tax & Accounting Manager

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Bhav Basnet, CPA

Tax & Accounting

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Liam Hibbits

Investments

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William Su

Investments

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Michaelle Antoine

Financial Planning

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Elizabeth Eser Jose

Administrative Assistant & Payroll Admin

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Jean Gong, CPA

Tax & Accounting

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JiaYin Lu

Tax & Accounting

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Leora Peysakhova

Tax & Accounting

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Francis Secoquian

Tax & Accounting

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Expert Guidance Begins With a Simple Conversation.

We welcome the opportunity to guide your financial journey. Please share your information, and one of our advisors will reach out to provide personalized, attentive support tailored to your unique goals. At Wealth Edge, every conversation is handled with care, insight, and discretion.

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