Our Philosophy
The Edgewood Approach
-
Proactive Planning
Our planning is strategic and anticipatory so that decisions are proactive instead of reactive.
-
Evidence-Based Investing
Our investment process is driven by research, experience, and independent thinking.
-
Long-Term Thinking
Our strategies are designed for long-term wealth compounding and sustainable progress.
-
Independent Advice
Our advice is independent and objective, centered around your financial goals and best interests.
Our Wealth Management Services
-
Investment Management
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.
-
Financial Planning
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.
-
Business Advisory
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.
-
Cash Flow & Debt Planning
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.
-
Risk & Protection Planning
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.
-
Strategic Tax Management
We proactively incorporate tax strategy into our investment management and financial planning processes to improve tax efficiency and further support long-term wealth accumulation.
-
Retirement Planning
We coordinate income sources, portfolio withdrawals, tax-efficient distributions, and ongoing investment management to help you retire with confidence.
-
Estate Planning
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.
What Working Together Looks Like
Client-First
Advice
We are an independent, fiduciary advisory firm. We hold ourselves to a high standard and maintain an unwavering commitment to putting our clients first.
Transparent
Communication
Our communication will be open, direct, and transparent. We are committed to providing you with timely updates, proactive guidance, and meticulous attention to detail.
Long-Term
Partnership
Our client relationships are built on integrity and trust. We approach every relationship as a long-term partnership, providing guidance through every season of life.