Family / Finance / Planning / Wealth Management on May 16, 2022
As Jerry Addeo and Tom Watts discuss, you don’t need to have the wealth of a Rockefeller to benefit from a Family Office financial planning model. Oftentimes, our Family Office clients require multi-generational support and guidance, allowing us to be a true financial partner each step of the way. We are proud to offer an [...]
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Investing / Investments / Wealth Management on April 11, 2022
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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Investing / Investments on March 30, 2022
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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Investments / Relationships on March 14, 2022
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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Uncategorized on January 28, 2022
It seems hard to believe that another year has passed. 2021 was certainly another challenging year with the extension of the pandemic, changes in Washington and a tumultuous stock market. Our Financial Planning team was busy answering questions and calming nerves. With the start of a new administration in Washington DC, there were many proposed [...]
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Finance / Investing / Planning / Tax / Tax Planning on December 9, 2021
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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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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Cryptocurrency / Finance / Sudden Death on October 25, 2021
When you lose your wallet, there are steps you can take to recover most items. You can stop your credit cards, alert the bank and request new ones. You can request a new license from DMV. You can change all passwords from sites that may be vulnerable. And although you may still lose some things, [...]
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Sudden Death on October 12, 2021
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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Sudden Death / Wealth Management on September 27, 2021
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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