What can spark a collaboration? A shared goal? A common philosophy? Sometimes it can even be a chance meeting on a business platform.

After over 3 years of “behind the scenes” collaboration, we are pleased to welcome Tom Watts to the WealthEdge® team as Director of Investments to enhance our value proposition with our existing Investment Team.

Our founder, Jerry Addeo, discusses the value that Tom will bring to our clients. Bringing decades of experience in unique and advanced investing options with him, Tom will help address our clients’ growing sophisticated investment needs.

As Socrates once said, “The secret of Change is to focus not on fighting the old, but on building the new.” Change is inevitable, but having a proactive approach to anticipate our clients’ growing needs puts WealthEdge® in the best position to serve YOU. This is just one example of putting our business motto of “Constant improvement” to action.

We welcome Tom and his team to OUR team in offering you quality and timely financial advice and exemplary client service.