Thoughtful, disciplined
wealth management.
A coordinated approach to your financial life.
At Edgewood, we take a coordinated approach to managing your wealth. We understand that you want confidence that your biggest financial decisions are being made with your long-term goals in mind.
Our clients often face challenges that require thoughtful, disciplined planning across multiple areas of their financial lives. We combine investment management, tax planning, and long-term financial planning into one cohesive strategy.
Edgewood was built for clients whose wealth demands more than cookie-cutter solutions and generic advice.
Why Edgewood?
At Edgewood, we combine deep investment expertise with personalized wealth management to help clients grow, preserve, and enjoy their wealth. We pride ourselves on thinking independently, providing exceptional customer service, and crafting unique, custom-tailored solutions for each client. We will coordinate every aspect of your financial life so that your investments, tax strategy, and long-term financial decisions work seamlessly together.
The result is a clear, cohesive strategy that works in service of your goals and aspirations.
Wherever you are,
we’ll help you take the next step.
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Scaling a business?
Navigate succession planning, liquidity events, tax considerations, and how it all relates to your long-term wealth strategy.
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Career transition?
Manage new career transitions, relocation decisions, equity compensation, and the financial complexities that accompany them.
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Liquidity event?
Develop proactive, tax-efficient strategies before a major liquidity event in order to maximize after-tax proceeds and preserve your wealth.
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Retiring?
Create a retirement strategy that supports the life you envision while coordinating income, investments, and tax-efficient withdrawals.
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Inheriting Assets?
Build a strategy to manage, invest, and preserve inherited assets, while integrating them into your long term financial plan.
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Planning a Legacy?
Coordinate trust and estate planning with family objectives to help ensure a seamless and efficient transfer of wealth to future generations.
Good financial outcomes don’t happen by accident.
They are the result of thoughtful, disciplined planning.
A coordinated approach to managing wealth.
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We bring our deep investment expertise to every client portfolio. Unlike many firms, we manage the investment process in-house, designing portfolios based on the needs of each client.
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We develop a unique, personalized financial plan that serves as the roadmap for your financial life. We believe that financial planning is an ongoing, iterative process and should evolve over time.
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Drawing on our experience consulting with hundreds of management teams in various capacities, we offer advice on business financial performance, key metrics, cash flow management, and financing considerations.
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We leverage extensive professional experience in commercial lending to help clients strategically optimize their personal balance sheet, with an emphasis on liquidity, cash flow, and debt management.
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We assist in evaluating insurance coverage, asset protection, and other risk management strategies in an effort to protect your family as well as your financial assets.
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We proactively incorporate tax strategy into our investment management and financial planning processes to improve tax efficiency and further support long-term wealth accumulation.
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We coordinate income sources, portfolio withdrawals, tax-efficient distributions, and ongoing investment management to help you retire with confidence.
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We review the details of your estate plan to ensure that it is functioning as you intended, that assets are properly titled, and that your plan is working cohesively with your broader financial goals.
