Life is unpredictable. Throughout the course of your life, there will be many ups and downs that will affect you personally and financially.  We, at WealthEdge, realize that wealth management issues can change rapidly, along with your wealth management needs.  And so, we will send periodic correspondence with timely information regarding all aspects of wealth management – tax, financial planning, and investment strategies.  We believe that knowledge is power.  Therefore, the more you know, the better your wealth management decisions.

Also, from time to time, we will try to demonstrate how we differ from other “Wealth Management” firms by periodically showcasing unique client scenarios, their bumpy road to Wealth Management and how we helped them along the way.

 

So, what sets us apart?

  • Our definition of Wealth Management – We believe that true Wealth Management is the combination of three main factors – protecting wealth, accumulating wealth and transferring wealth. This is accomplished by utilizing the expertise of our four main services – tax/accounting, financial planning, investment advisory and relationship management.
    • Protecting wealth – our Financial Planning team will closely examine your wealth protection strategy and find those places where you might be at risk – because things like insufficient insurance coverage or inadequate property protection can become a costly financial misstep.
    • Accumulating wealth – our Investment team will work with you to understand your stock market sentiment, now and into the future, and your overall needs at every stage of your life.
    • Transferring wealth – our Financial Planning team will work closely with you to ensure that your wealth is available in retirement and beyond.

          We are sensitive to the fact that ALL three categories have significant tax implications and we always plan accordingly.

 

  • Our focus to details – We pride ourselves in offering so much more than “one-size-fits-all” strategies. We know that every client is different – even though their journey is the same. Everyone wants the security and luxury of maintaining and building their wealth throughout their life. We want that for you too.

 

  • Our dedication to clients – We KNOW our clients – who they are, what they do, what keeps them up at night, how they feel.   We pride ourselves in taking the time to really get to know who our clients are and how we can best serve them.

 

  • Our professional know-how – We have extensive knowledge in all facets of Wealth Management. Our staff of dedicated financial professionals continually strives to be up-to-date with every aspect of the wealth management industry, which allows us to provide better client service.

 

  • Our ability to listen and plan – In today’s world of fast delivery and instant transactions, we take the time to truly listen to what our clients need. Sometimes fastest isn’t best. Many times a momentary pause and well-thought-out plan yield better results. We will take that time. We will truly listen to your needs and form a thorough and thoughtful wealth management plan.

 

You will see our dedication and professional know-how through these communications and featured Case Studies. But, most importantly, you will clearly see and begin to understand that true Wealth Management is the culmination of multiple moving parts – Are all of YOUR parts in order to truly protect, accumulate and transfer your wealth?