Sophomore Series: Lessons & Experience

separator

During the holiday season, we are often reminded how one person’s actions can affect so many. The greed and stinginess of Scrooge impacted all of London. The Grinch’s nastiness affected all of Whoville. But their redemption opened up endless possibilities showing just how important one person can be. This holiday season, our “Sophomore Class” discusses [...]

Read More

Moving Forward

separator

Jay Gerlitz, one of our Legacy clients, describes the difficult task of making some changes with his financial partners. He realized that when it comes to his financial life, “good enough” is not a lofty goal. Change is often difficult. It takes us out of our comfort zone. It implies a calculated risk. It shakes [...]

Read More

Introducing Definitions

separator

The right words matter - through any mode of communication, using the right words can help you convey a feeling, ask a question or make a detailed plan. The financial industry is riddled with confusing jargon that can impede the essential communication between you and your financial advisors. WealthEdge® would like to introduce our newest [...]

Read More

WealthEdge® Family Recipes

separator

To celebrate our unique diversification, the WealthEdge® Team decided to create a Recipe book for the Holiday Season.  Each recipe helps to showcase our background, with personal recipes from our countries of origin. This Holiday Season, we hope you enjoy some of our favorite flavors of home.  And from our home to yours, best wishes [...]

Read More

Thank You

separator

As Thanksgiving approaches, we wanted to convey our gratitude to YOU, our clients. We are truly grateful to have the privilege to work with you and to help you attain your financial goals. But, more importantly, we are thankful that our relationship goes beyond that. We are so very grateful to share in your life’s [...]

Read More