Edge is a different kind of wealth management firm.
We are fiduciaries first, which means we always put you first. At Edge, you’ll work with people whose sole focus is to align your higher purpose with your mission for your family, legacy, institution, and philanthropy. Each of our clients is paired with an advisory team that is individually selected to meet the complexities of their lives, providing comprehensive, customized solutions managed with integrity, accountability, and deep thinking. Our mission is to provide the continuity you seek across your full financial profile for generations to come.
OUR PROMISE TO YOU
When you choose Edge, you’re choosing to work with a team that’s committed to one goal: achieving your mission.