Serious Wealth
Demands Serious Attention.

At Edge Capital Group, we understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. That is why we founded Edge—an independent financial advisory firm devoted exclusively to serving individuals, families, and institutions with substantial wealth via customized and sophisticated financial solutions.

Whether the need is to strategically expand cash flow, adjust portfolios for transitory life stages, or preserve and facilitate multigenerational wealth, Edge tailors each financial solution to each client’s unique circumstances from the ground up. We work in concert with clients to RealizeMORE™ in even the most complicated financial circumstances.

Many of our clients have engaged advisors who promised much but delivered little. Formulaic solutions, unexceptional results, and products offered to benefit advisor over client are unacceptable yet unfortunately too common in wealth management.

At Edge Capital, we believe that a higher level of wealth requires a higher standard of service. As an independent firm, we are beholden to no one but our clients.

We customize client portfolios and tailor every solution to each client’s circumstance—the RealizeMORE™ component of our effective wealth management approach. We achieve this via a highly disciplined process and varied perspectives on potential solutions and expected outcomes.

Our exclusive network of research, banking, and investment management relationships provide clients with an enormous breadth of resources, scale, and purchasing power not easily obtained through other advisory firms.

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