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Tax-smart Financial Strategies for Busy Professionals

Navigating the Complex Needs of Today's Modern Family

Learn More

Tax-Smart Financial Strategies for Busy Professionals

Navigating the Complex Needs of Today's Modern Family

Learn More

Who We Serve

Our team might be a fit if:

  • Your household income is $250k+
  • You believe in professional advice (like that of a CPA)
  • You are easygoing and engaged in the process of achieving your goals

and you meet one (or more) of the following criteria:

  • You have equity compensation at work (RSUs, options, etc)
  • You are an asset accumulator seeking tax-smart asset growth
  • You are a divorcee seeking greater financial confidence
  • You are transitioning to financial independence
Client Profiles

What We Offer

  • Independent Advice. Yes, we are a Fiduciary.
  • Guidance for challenges that extend well beyond finance and the current generation.
  • CFP® Professionals with deep knowledge and expertise of the Behavioral Biases in Investing.
  • An accountability partner that is vested in your success.
Contact Us

What Our Clients Say

“

I trust Dennis’s financial guidance. He doesn’t push his own agenda or specific policies – he listens to what we want and helps us deliver on that.

B. EdmonstonMassachusetts
“

Dennis is intelligent, clear and concise, and thoughtful. A true GEM in an industry full of so many sales people. Dennis truly cares and delivers.

M. AbbottMassachusetts
“

We have trusted Dennis with our portfolio for a long time and are very happy!! I highly recommend him!!!!

C. GoldblattMassachusetts
“

We would certainly recommend them to anyone looking for a financial advisor with their client’s best interests at heart.

AnonymousMassachusetts
“

They are constantly talking me through valuable financial concepts. I appreciate their consultative approach to my career as well.

Hope F.Massachusetts
“

All the staff at Perennial Edge always respond quickly and are very helpful dealing with the accounts. They make it easy for me.

J. LeBlondMassachusetts
“

...competent, professional, honest, personable, responsive, in tune with the community, and easy to do business with.

AnonymousMassachusetts
“

Dennis's advice has assured a comfortable retirement for us. He is responsive, a great listener, and has become a good friend. We recommend him without reservation.

J. DiCoccoMassachusetts
“

The professionals at Perennial Edge inspire confidence. They help you sort out financial decisions in an articulate, cutting edge, professional and trust-worthy manner.

C. LinkasMassachusetts
“

This year alone, they picked up a big tax filing mistake by our CPA that saved our family enough to upgrade our Cape Cod family vacation. They get it!

Maura C.Virginia
“

Dennis is outstanding – thoughtful, intelligent, thorough yet concise. It is obvious that he truly cares. Highly recommend.

S. AmirnazmiMassachusetts
“

Dennis is trustworthy, calm, and thoughtful in his approach. I give him my highest endorsement.

P. NooneMassachusetts
“

The entire team is excellent at what they do... trustworthy, talented, smart, AND a good sense of humor. Highest possible recommendation!

David M.Rhode Island
“

Dennis and his team at Perennial Edge have always gone above and beyond for me, taking extra time to chat about options, connecting me with helpful resources, and delivering on results.

M. MalkaniNew York

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation has been provided. As a result, clients do not receive any material incentives or benefits for providing testimonials. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Additional information about NewEdge Advisors, LLC, is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary Report which can be found online at the SEC’s Invesment Advisor Public Disclosure (IAPD) database at www.adviserinfo.sec.gov

Our Process

Step 01: Introduction

Set up a complimentary in-office or phone session with us. We will get to know you and what you are looking for in an advisory team.

Step 02: Feedback

If we determine that we are a good fit for each other, we dive deeper, further discuss your top priorities, and discuss some potential blindspots and opportunities.

Step 03: Implementation

We make specific recommendations, employing a balanced approach that you can adhere to. Then we proactively support you every step of the way, tweaking and modifying things as life changes.

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