let’s paint your financial picture

Tax Planning & Accounting  •  Financial Planning  •  Investment Advisory & Management  •  Relationship Management

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WE DEFINE WEALTH MANAGEMENT DIFFERENTLY

We believe that Wealth Management is an ALL-ENCOMPASSING, LIFE-LONG RELATIONSHIP, bringing together financial planning, investment strategies WITH AN UNDERSTANDING OF ALL NECESSARY TAX IMPLICATIONS.


Wealth Management is like a bridge where the supporting pillars are Tax, Financial Planning, Investment Management and Relationship Management – the bridge cannot safely stand without the support of ALL COMPONENTS. This is where we come in to BRIDGE THE GAP.

Why Choose Us?

WealthEdge is an INDEPENDENT financial advisory group. We hold ourselves to a fiduciary standard. Simply put, we put our client’s needs before our own. We operate with full transparency. As a fiduciary, we exercise a strict “duty to care” where we continually monitor your overall wealth, especially with any changes to your financial situation. WealthEdge is a “fee-based” advisor. Our fees are clearly explained in our agreements, there are never any surprises. Our team of professionals can integrate ALL aspects of your Wealth Management – (Tax & Accounting, Financial Planning, Investment Advisory and Relationship Management), so you can trust that our strategies are designed to keep your best interests in mind. Because TRUST is the foundation for every strong relationship.

Services

Tax Planning & Accounting

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We provide personalized attention to the needs of our clients by delivering comprehensive and thorough accounting and tax services.

All Services and Advice Provided Solely by WealthEdge® Tax Advisors, Inc.

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Financial Planning

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The WealthEdge® Personal CFO provides a comprehensive financial planning experience.

Financial Planning services provided solely by WealthEdge® Advisors, Inc.

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Investment Advisory & Management

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WealthEdge® Asset Management develops portfolio strategies and implements investment vehicles which integrate with our clients’ overall tax and financial plan.

Investment Advisory services provided solely by WealthEdge® Investment Advisors, LLC.

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Relationship Management

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Beyond the connection between our clients and our team, we have an entire network of trusted professionals that we can refer to our clients.  Lawyers, doctors in specialized fields, insurance specialists – these are just a few of the professionals within our network that can help you gain the necessary tools to make difficult decisions or to help plan your financial future.

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Our Team

For us, it’s all about YOU – THE CLIENT: YOUR NEEDS, YOUR GOALS, YOUR JOURNEY. WealthEdge is comprised of a highly-knowledgeable team of financial planning, tax and investment professionals that gets results.  We understand that although our clients all have unique financial situations, their destination is essentially the same – financial independence.  We will align our strategies with you; creating a personalized plan that encompasses all of your needs and yields results.

We’ve learned a lot about people through the years.  We understand the hesitation that people have regarding their finances.  Often times, they feel overwhelmed with the financial jargon or they feel like they can just do it alone.  Let us help you work through the terminology with straight-forward discussion.  Let us show you that with some help from us, you can be ready to make financial decisions with an expert team behind you every step of the way.