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.
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.
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.
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.
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.
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.
“Strive not to be a success, but rather to be of value.”-Albert Einstein
Fahad joined WealthEdge in 2017 and is part of the investment management team. His focus is on portfolio design, investment strategy, and security analysis.
He has over 12 years of experience in investment and wealth management. Fahad has extensive experience working with corporations and high net worth individuals. Fahad believes that strong investment insight, coupled with clear communication skills, help to provide exemplary client service.
Fahad has a finance degree from James Madison University. He also holds the Chartered Financial Analyst (CFA®) designation.
“I was not lucky, I deserved it.” –Margaret Thatcher
Anar joined WealthEdge in 2017 as part of the Investment team and is responsible for its overall operations management.
Anar brings his knowledge and expertise from a well-established investment research firm in New York. In the past, he worked with a critical communication consultancy firm where he addressed clients’ strategic challenges affecting their reputation, valuation and business success. He prides himself on putting his client’s needs and goals above all else.
Anar has a Finance and Investments Degree from Baruch College. In his leisure time, Anar enjoys reading, playing soccer and practicing his linguistic skills. Anar is fluent in Russian and Turkish.
“The journey of a thousand miles begins with one step.” -Lao Tzu
Yaying Zhong joined WealthEdge in 2017 and is a part of the accounting team. Her primary focus is accounting and taxation, including financial reporting, preparation of financial statements and tax preparation.
Yaying is an enthusiastic and detail-oriented professional in the field of accounting as she brings forth her knowledge from her undergraduate education and two years of prior internship experience.
Yaying graduated from City University of New York – Baruch College with a BBA in Accounting and two academic scholarships. She is a NY State CPA candidate for 2018.
“And I have to say it now, it’s been a good life, all in all.” – John Denver
Mary Burke joined WealthEdge in 2017 and serves as a Communications Liaison. Mary’s primary focus is creating and refining in-house and external communications to enhance WealthEdge’s presence, both on paper and online, through the internet and social media. Mary has corporate experience as a Systems Analyst and real-life experience as a small business owner and manager. Mary graduated from Iona College, Magna Cum Laude, with a BBA in Management Information Systems with a full academic scholarship.
“I have been impressed with the urgency of doing. Knowing is not enough; we must apply. Being willing is not enough; we must do.” – Leonardo da Vinci
John Mikhael is the Senior Investment Officer at WealthEdge, primarily responsible for our investment client relationships. John also serves on the WealthEdge Investment Committee and participates in asset manager due diligence. John’s love for investing is rooted in his first job at Smith Barney over 24 years ago. It continued at Citigroup Asset Management where he learned the arts of Asset Allocation and Portfolio Analysis. He brings over 14 years of Wealth Management experience as a Portfolio Manager and Financial Advisor to WealthEdge. He joins us from Strategies for Wealth, where he was the Associate Director of the Investment Department responsible for strategy and training. John has a particular talent for discussing complex terms and strategies in plain English and believes clients should have a clear perspective of their investments relative to their desired goals. John holds degrees in Anthropology and History from Rutgers University. He recently moved to Connecticut from Bergen County, NJ with his wife and two sons where he coaches and plays soccer.
“Continuous improvement is better than delayed perfection.”-Mark Twain
Patricia Zapata joined WealthEdge in 2007 as part of the Taxation and Accounting team. Her primary focus is providing accounting and taxation services to both individual and small business clients. Patricia is responsible for financial reporting, compiling and revising financial statements, and tax preparation. Her detail-oriented, analytical and organized personality allows her to thrive in challenging situations. She believes that collaboration, respect, enthusiasm, and leadership are imperative to thoroughly execute her client’s requests.
She graduated from Libre University, Colombia, with a degree in Business and a major in Accounting and has a CPA in Colombia with 8 years of experience in the private and public sector. As a Colombian immigrant, Patricia’s diverse experiences in both South America and the US have helped to contribute to her unique understanding of global taxation procedures.
“Problems can become opportunities when the right people come together.”-Robert Redford
Prior to joining WealthEdge in 2015 Mark owned and operated an independent financial planning and investment advisory practice which he founded in 2000. With over 30 years of experience in the financial services industry, Mark brings together WealthEdge’s capabilities to provide comprehensive financial solutions to corporate executives, professionals, owners of closely held business, and high net worth individuals and families. Mark is a 1983 graduate of Syracuse University with majors in Finance and Marketing. His past work experiences with Morgan Guaranty Trust Company, Bear Stearns and Mass Mutual Life Insurance Company have solidified his belief that expertise and integration of financial, estate, investment, retirement, insurance, employee benefits and tax planning is necessary to deliver truly comprehensive wealth management advice. In addition to his CFP® designation, Mark also holds a Certification in Long Term care (CLTC) designation and is a licensed life, health, disability, long term care and Medicare supplement insurance broker.
“Mean what you say….say what you mean.”
Yandie Liautaud had a working collaboration with WealthEdge for the past 14 years and officially joined the firm in 2015. She leads the Financial Planning team, offering comprehensive wealth management solutions to clients. She assists clients at all stages of their financial journey – through their wealth accumulation, protection, distribution, and transfer stages. Yandie uses a family office approach, where her team works closely with her clients’ professional advisors to develop personalized financial planning roadmaps, helping them achieve their personal financial goals. She prides herself on being an attentive listener and a reliable source of support for clients experiencing various life events. Yandie received her MBA from the Zicklin School of Business – Baruch College and is a Certified Financial Planner®. She also has a strong interest in sustainable and impact investing, a passion for music and dance, and is fluent in French and Spanish.
“One’s positive actions combined with positive thinking leads to success.”
Eleanor Levito joined WealthEdge in 2000 and is part of the Business Management Services team. Eleanor has 39+ years of professional experience including office management, bookkeeping, billing, client service and relationship management with an array of industries and clientele. Eleanor specializes in working with high-net worth individuals, handling aspects of both their personal and professional financial lives. Eleanor’s organizational skills, coupled with her devotion and sense of team-work helps foster growth for the WealthEdge Team, as well as for our clients. Eleanor graduated from Berkley College with a degree in Executive Secretarial Services.
“With the new day comes new strength and new thoughts.”-Eleanor Roosevelt
James joined WealthEdge in 2015 and serves as a Tax Accountant.
James’s primary focus is accounting and taxation, including financial reporting, compilation of financial statements, and tax preparation/tax planning.
James has over 5 years of diverse experience in the field of accounting and taxation.
Prior to joining WealthEdge, James worked as a Tax Accountant at a local public accounting firm servicing an array of client types with a large focus on tax services for high net worth individuals and small business owners.
James graduated from City University of New York – Baruch College with a Master’s degree in Accounting. He is an Enrolled Agent and NY State CPA candidate for 2017.
“The definition of insanity is doing the same thing over and over again and expecting different results.” – Albert Einstein
Stan Kagan joined WealthEdge in 2009 and serves as the Director of Taxation. Stan leads the Tax and Accounting Team, working closely with business owners, corporate executives and medical practices, helping them proactively plan for all tax situations. Stan also has extensive experience in counseling clients on business structure planning, mergers and acquisitions, individual and closely-held business succession planning, and IRS and state audit representation. He prides himself on his comprehensive and thorough approach to tax planning, which gives clients the freedom to focus on their core business, knowing that their accounting needs are fully met. Stan received his BBA in Public Accounting at Pace University and is a NY State licensed Certified Public Accountant.
“It’s not what we say or think that defines us, but what we do.”–Jane Austen
Elizabeth Eser Jose joined WealthEdge in 2000 and serves both as an administrative assistant and payroll administrator. She is an integral component to the overall atmosphere of the office and an essential part of our client experience.
She provides administrative support to the firm and is responsible for the day-to-day office operations. As payroll administrator, her responsibilities include the set-up of client accounts, payroll processing and tax reporting. Her primary focus is providing clients with exceptional customer service. She prides herself on her careful, systematic approach and her respect for client confidentiality in her various roles.
Prior to joining WealthEdge, Elizabeth worked for a small CPA firm as an administrative assistant and assistant bookkeeper.
“A person has the right towards action alone and not towards the fruit of action. Let not the fruit of action be the motive for acting. Also, let there not be any attachment to inaction.” – Bhagavad Gita chapter 2 verse 47
Bhav Basnet joined WealthEdge in 2011.
Bhav’s primary focus is accounting and taxation, including the compilation and review of financial statements, income tax planning and preparation, State & Local Taxes and Payroll taxes. Bhav specializes in working with medical practices, real estate investors and corporate executives.
Bhav has over a decade of diverse experience in the field of accounting and taxation. Prior to joining WealthEdge, Bhav worked at a boutique CPA firm specializing in small businesses, also as a Mutual Fund Accountant at BNY Mellon, and a staff accountant at a multinational logistic company.
Bhav graduated from City University of New York – Queens College and is a New York State licensed Certified Public Accountant.
“True leadership doesn’t come from a title; it comes from trust, respect, vision, hard work and collaboration.” -Jerry Addeo
As Founder of WealthEdge, Jerry leads the company’s overall strategic direction. He advises multiple personal clients and closely held businesses on all tax and accounting issues, taking into consideration ALL tax implications for every client’s unique situation. Starting in 1985 as a CPA firm, Jerry’s vision and professional know-how has grown into WealthEdge, a fully comprehensive wealth management firm. WealthEdge is the culmination of Jerry’s vision to create a client-centric firm that can leverage its tax expertise in delivering custom designed wealth strategies, and thus provide complete independent financial guidance to clients.
Jerry earned his accounting degree from Fordham University in 1979 and has been a Certified Public Accountant since 1984.
“If the plan doesn’t work, change the plan, but never change the goal.” -unknown
Valerie Downs works in the Financial Planning department at WealthEdge, primarily focusing on meeting clients’ overall financial planning needs and objectives.
Valerie’s love of numbers and helping people has aided in her serving the needs of affluent individuals since beginning her career in 2008. Prior to joining WealthEdge, Valerie worked in a boutique wealth management services firm in New Jersey. She prides herself on always putting the clients’ needs and goals above all else. Valerie supports the development and implementation of financial plans, which include asset allocation analysis, cash flow and retirement planning, insurance recommendations, and estate planning observations. Having the support of an extensive team of diversified professionals allows Valerie to handle simple to complex cases with exceptional service and total confidence.
Valerie graduated from Rutgers University with a Bachelor’s degree in Finance. She holds her Life and Health Insurance Licenses and is currently studying to become a Certified Financial Planner®. Valerie resides in Passaic County, NJ with her husband and dog. In leisure time, she enjoys reading, crafting, and hiking.