Clients / Investing / Investments / Planning / Relationships / Tax / Wealth Management on July 12, 2022
So often, when we turn on the TV, we will ultimately see a commercial regarding Wealth Management. More often than not, these commercials solely discuss investments. Well, true Wealth Management certainly goes beyond investments - it even goes beyond dollars and cents. As Jerry Addeo (Founder) and Tom Watts (Head of Investments) discuss, TRUE Wealth [...]
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Clients on November 19, 2021
As Thanksgiving approaches, I am reminded of all the people in my life that I am truly grateful for - my family, my friends, the team of professionals who have helped me build WealthEdge into a premiere wealth management firm, and of course you – my clients. Without you, WealthEdge would not be where it [...]
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Client Showcase / Clients / Conversations on August 25, 2021
We, at WealthEdge, value the relationships we’ve built with our clients over the years. And like all relationships, it doesn’t happen overnight. It takes trust, time and dedication to establish, foster and support these connections. As founder Jerry Addeo explains, this “Relationship Management” is integral to our business model as one of our four core [...]
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Clients / Conversations on May 11, 2021
Sometimes, if you want something done right, you just have to do it yourself. Professional partners should be just that – partners; working both WITH you and FOR you. When our client, Betty Lander, came to us frustrated with the service she received from outside partners, we could have just shrugged our shoulders. BUT WE [...]
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Clients / Conversations / Finance on February 18, 2021
Business owners know that there's a LOT that goes into successfully running a business. As client Phil Tidbury explains, having a true financial partner, like WealthEdge®, is essential to his success. Knowing that WealthEdge® is there to proactively offer advice, implement financial plans and handle his unique tax situation, Phil can focus his energies on [...]
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Clients / Conversations on December 30, 2020
2020 - and what a year it was! Through elections, pandemics, lockdowns and PPP loans , WealthEdge® was proud to be able to proactively help our many clients through this tumultuous year. Our tax and accounting team prepared over 50 PPP loan applications, securing over $5.8 million in much needed small business funds. They have [...]
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