Long-term Financial Strategies
for Science & Finance Professionals
Who We Serve
Our team might be a fit if:
- You have a family with possibly one breadwinner.
- You have assets outside of your company retirement plan(s).
- You believe in professional advice (like that of a CPA).
- You work in the biotech, real estate, or finance fields.
- You are easygoing and engaged in the process of achieving your goals.
Our Process
Step 01: Introduction
Set up a complimentary in-office or video time 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 will give you a one-page summary of your goals, further discuss your top priorities, and discuss some general blind spots and opportunities. If we determine that you are a good fit, you will receive a written proposal from us.
Step 03: Implementation
We create 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.
What Our Clients Say
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
What We Offer
Perennial Edge offers financial planning and investment advisory services to science and finance professionals along the east coast so that they can focus their time on what priorities are most important.
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.
