Necessary Paperwork

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Oftentimes, when people are planning for their end of life, they immediately think of all the legal forms that need to be in place to fulfill their wishes for those they leave behind.  But, you cannot ask for legal advice and guidance until you know exactly what you have, and more importantly, what you want. [...]

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The Vault

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Having a secured, central location for your important documents is absolutely essential, not only for you, but for your loved ones. As part of our on-going Sudden Death campaign, we explain the many benefits of using our secured Vault to store all of your important documentation and directives. In the untimely event of a sudden [...]

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Client Showcase: Metalicious

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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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Choosing A Voice – Emotional

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The first step of an End of Life plan is creating that plan. Choosing the right team of people to help you orchestrate that plan when you are no longer able is the MOST essential component. But there are many factors to consider when “choosing a voice”, from the technical to the emotional. Communication becomes [...]

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Choosing A Voice – Technical

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The first step of an End of Life plan is creating that plan. Choosing the right team of people to help you orchestrate that plan when you are no longer able is the MOST essential component. But there are many factors to consider when “choosing a voice”, from the technical to the emotional. Technically, you [...]

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Who you work with matters

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Who you work with matters. Having a team of the right professionals not only helps you, it helps the other professional partners that you do business with. WealthEdge® can put all the necessary pieces together to save you time and money, but most importantly, to help you easily achieve your goals. We welcome the opportunity [...]

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End of Life Planning

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We all know that oftentimes the first step is the hardest. Momentum can be difficult to initiate. Frankly, sometimes, you just need a nudge. At WealthEdge®, we understand how difficult it may be to begin an End of Life Plan. But, we also know the importance of beginning that process while you are still in [...]

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Starting the Conversation

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In our on-going campaign regarding Sudden Death, we will begin to address the necessary steps for a thorough End of Life plan covering the three main components – design, implementation and maintenance. But before you begin to plan for any big life event, you need to start with a conversation.  Have a discussion with family [...]

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How Prepared Are You?

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Thorough wealth management and planning can help you realize your life's goals and minimize any obstacles that you may face along the way. Proper planning is an integral step in helping with life's most challenging transitions. So, how prepared are you to die? Tough question, right? Death is never easy – but knowing that you [...]

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Starting From Scratch

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WealthEdge® founder and visionary, Jerry Addeo, explains the uphill struggles of starting a business.  There is no such thing as an overnight success.  It takes hard work, dedication, and a strong belief in yourself to start a business from scratch.  But, ultimately, all of that hard work paid off, creating a truly unique wealth management [...]

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