Who We Serve

Are you a Science, Finance, or Real Estate Professional in need of some financial guidance?

Thanks for Finding Us.

We serve the financial needs of scientists, executives, and professionals at companies like Vertex Pharmaceuticals, Biogen, and Johnson & Johnson. Here are some financial planning concepts that are unique to these professionals:

RSU/Options

After Tax 401k

Employee Stock Ownership Plans

83b opportunities

Backdoor Roth funding…

Take the Next Step

Life is complex. Studies have shown that as net worth and income climb, so do concerns about finances. As you grow in your industry, you may think it is time to enlist some help. Please do not hesitate to take that initial step of contacting us to have a low-key conversation. We promise you will learn something.

Contact Us

Perennial Edge

Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.