let’s paint your financial picture

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

E

W

WE DEFINE WEALTH MANAGEMENT DIFFERENTLY

This chart clearly shows the correlation between ALL of our services and how they collectively work together to deliver TRUE WEALTH MANAGEMENT. We believe that Wealth Management is an all-encompassing, life-long relationship, bringing together financial planning, investment strategies, and outside relationship management (lawyers, physicians, nursing staff, insurance agents, bankers, etc.) WITH A COMPLETE UNDERSTANDING OF ALL TAX IMPLICATIONS.

Services

Tax Planning & Accounting

separator

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.

LEARN MORE

Financial Planning

separator

The Wealthedge® Personal CFO provides a comprehensive financial planning experience using a “family office” approach to your financial life planning.

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

LEARN MORE

Investment Advisory & Management

separator

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.

LEARN MORE

Relationship Management

separator

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.

LEARN MORE

E

W

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.