Tax-smart Financial Strategies for
Busy professionals
Navigating the Complex Needs of Today's Modern Family
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
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.
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
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.
