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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How Jerry Addeo Met Tom Watts

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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 [...]

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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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Connecting the Dots with the Stock Market’s Disconnect

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Throughout this pandemic, the stock market, at times, may seem to deviate from reality.  At a time where businesses are closed, unemployment is at record highs, and vaccines are still in the future, the stock market has reflected an optimism that few share.  So, who’s crazy - you or the stock market?  Believe it or [...]

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Are you ready for the journey?

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It’s hard to be ready for the journey when you ignore the road ahead… Road conditions are paramount to any journey.  People prepare by periodically maintaining the upkeep of their car’s fluids, brakes and tires.  Because the best way to handle unforeseen events is to proactively prepare. Your investment portfolio is no different.  The road [...]

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