Going Beyond…to deliver TRUE Wealth Management

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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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What Tom Brings

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Tom Watts has an impressive background that includes more than 30 years’ experience in investment analysis and portfolio management; holding multiple designations, such as the Chartered Financial Analyst® (CFA®), Chartered Alternative Investment Analyst (CAIA), and CERTIFIED FINANCIAL PLANNER™ (CFP®). But, most importantly, Tom understands and shares our passion of helping people meet and exceed their [...]

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Our Investment Team

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It takes an entire team to keep a boat steadily on course.  Each member of that crew works together in unison toward a common goal – getting the boat across the finish line.  And just like a dedicated crew team, the professionals at WealthEdge® take pride in how well they collaborate and work together to [...]

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Are You On Santa’s Naughty List?

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Nobody wants to be on the Naughty List – especially when it comes to finances.  Santa’s Naughty List might get you a piece of coal, but your financial Naughty List might prevent you from making proactive decisions, costing you a significant amount of money. Here are some things you should consider before the year’s end [...]

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Education As An Investment

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As parents, we want give our children more experiences and opportunities than we had. But some parents fall into the trap of investing in their child's future to the detriment of all else. Saving for your child's education is important, but that savings should go hand-in-hand with other long-term investments like retirement and emergency savings [...]

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Don’t Fear Missing Out

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As Fahad Hasan explains, smart investment decisions are based on a company's current data and future outlook. Even though opinions may differ about when or what company to invest in, the right way to invest is to take all that information into consideration and make an educated decision. Following the crowd in a "FOMO" frenzy [...]

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The Financial Naughty List

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Nobody wants to be on the Naughty List – especially when it comes to finances.  Santa’s Naughty List might get you a piece of coal, but your financial Naughty List might prevent you from making proactive decisions, costing you a significant amount of money. Here are some things you should consider before the year’s end [...]

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